LGT Group Foundation

Q1 2025 13F-HR Holdings

Location
Vaduz, N2
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
288
Total value ($000)
$7,254,338
Net value change ($000)
+797,591 (12.4%)
New positions
32
Sold out positions
16
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2025 Next filing: 7/22/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 97,458 36.4%
MA 86,092 44.2%
PG 84,608 89.8%
TSM 76,257 43.1%
NEE 67,503 117.7%
JPM 57,037 45.3%
META 49,693 63.5%
ADSK 41,737 102.7%
PLD 41,310 124.1%
KO 37,616 68.2%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -79,718 -35.2%
HD -41,942 -35.4%
NOW -38,952 -60.6%
BAC -34,394 -28.3%
CMCSA -33,521 -96.7%
LOGI -31,203 -83.3%
TSLA -30,152 -45.7%
FTNT -26,343 -34.9%
NYT -23,489 -44.9%
PANW -22,783 -48.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type