Arkolith/Funds/LGT Group Foundation

LGT Group Foundation

CIK 1911278
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·13F-HR
Inactive

LGT Group Foundation holds a diversified book of 282 stocks worth $8.2B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed MICROSOFT CORP. Their largest long position is ALPHABET INC at 7% of the equity book.

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Use Arkolith to show LGT Group Foundation's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
107
existing
Trimmed
141
reduced
Sold out
20
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
46%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Health Care
13%
Financials
10%
Materials
3%
Utilities
3%
Energy
2%
Real Estate
2%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • −18%$81.9M
  • BANK AMERICA CORP
    −40%$34.3M
  • CORNING INC
    −70%$29.6M
  • VERISIGN INC
    −96%$28.6M
  • BOOKING HOLDINGS INC
    −37%$28.5M
  • MICROSOFT CORP
    −4.7%$26.4M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

283 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$538.3M1.45M
6.6%
−4.7%
Reduced · −71K sh
2Alphabet Inc
CAP STK CL A
$490.2M1.70M
6.0%
+9.4%
Added · +147K sh
3Apple Inc
COM
$427.8M1.69M
5.2%
−4.5%
Reduced · −79K sh
4Nvidia Corporation
COM
$411.3M2.36M
5.0%
−1.8%
Reduced · −42K sh
5Eli Lilly & Co
COM
$367.6M399.7K
4.5%
−18%
Reduced · −89K sh
6AstraZeneca PLC
ORD
$367.2M1.89M
4.5%
New
New position
7Amazon Com Inc
COM
$352.7M1.69M
4.3%
−3.9%
Reduced · −69K sh
8JPMorgan Chase & Co
COM
$269.2M915.3K
3.3%
+7.8%
Added · +66K sh
9Mastercard Incorporated
CL A
$237.3M474.9K
2.9%
−3.7%
Reduced · −18K sh
10NextEra Energy Inc
COM
$225.1M2.42M
2.7%
+36%
Added · +648K sh
11Meta Platforms Inc
CL A
$199.0M347.9K
2.4%
+5.9%
Added · +19K sh
12Totalenergies SE
ACT
$180.4M1.93M
2.2%
−6.4%
Reduced · −132K sh
13Broadcom Inc
COM
$172.2M556.2K
2.1%
−9.3%
Reduced · −57K sh
14CRH PLC
ORD
$170.6M1.62M
2.1%
+0.7%
Added · +11K sh
15Procter & Gamble Co
COM
$147.1M1.02M
1.8%
−0.1%
Reduced · −886 sh
16Exxon Mobil Corp
COM
$136.8M806.3K
1.7%
+18%
Added · +123K sh
17UBS Group AG
SHS
$132.2M3.44M
1.6%
−6.3%
Reduced · −233K sh
18Accenture PLC Ireland
SHS CLASS A
$122.5M617.5K
1.5%
−3.3%
Reduced · −21K sh
19Johnson & Johnson
COM
$121.7M498.0K
1.5%
+24%
Added · +98K sh
20Visa Inc
COM CL A
$112.0M370.6K
1.4%
−0.8%
Reduced · −3K sh
21S&P Global Inc
COM
$106.7M250.8K
1.3%
−0.1%
Reduced · −270 sh
22Coca Cola Co
COM
$103.5M1.36M
1.3%
−9.7%
Reduced · −146K sh
23Tetra Tech Inc New
COM
$95.2M3.16M
1.2%
+3.3%
Added · +100K sh
24Abbvie Inc
COM
$90.0M413.7K
1.1%
+28%
Added · +90K sh
25Prologis Inc.
COM
$80.0M605.0K
1.0%
+1.8%
Added · +11K sh
26Home Depot Inc
COM
$73.8M224.4K
0.9%
+4.0%
Added · +9K sh
27Alphabet Inc
CAP STK CL C
$72.8M253.8K
0.9%
−14%
Reduced · −42K sh
28Chubb Ltd Switz
COM
$66.2M203.0K
0.8%
+1.4%
Added · +3K sh
29Autodesk Inc
COM
$65.5M273.4K
0.8%
−5.2%
Reduced · −15K sh
30Pfizer Inc
COM
$62.0M2.21M
0.8%
+11%
Added · +217K sh
31Pepsico Inc
COM
$59.8M385.3K
0.7%
+18%
Added · +60K sh
32BlackRock Inc
COM
$57.4M59.7K
0.7%
+7.9%
Added · +4K sh
33Fastenal Co
COM
$54.4M1.17M
0.7%
+3.6%
Added · +40K sh
34Cisco Sys Inc
COM
$52.6M677.3K
0.6%
+39%
Added · +190K sh
35West Pharmaceutical SVSC Inc
COM
$51.0M203.6K
0.6%
−0.7%
Reduced · −2K sh
36Bank America Corp
COM
$51.0M1.05M
0.6%
−40%
Reduced · −703K sh
37Owens Corning New
COM
$49.7M459.5K
0.6%
−10%
Reduced · −51K sh
38McDonalds Corp
COM
$49.6M159.6K
0.6%
+46%
Added · +50K sh
39Booking Holdings Inc
COM
$49.3M11.7K
0.6%
−37%
Reduced · −7K sh
40Alcon AG
ORD SHS
$47.6M642.7K
0.6%
−31%
Reduced · −293K sh
41Micron Technology Inc
COM
$46.9M138.8K
0.6%
+86%
Added · +64K sh
42Emerson Elec Co
COM
$44.9M342.3K
0.5%
+7.1%
Added · +23K sh
43ConocoPhillips
COM
$44.0M333.5K
0.5%
+7.7%
Added · +24K sh
44Goldman Sachs Group Inc
COM
$42.0M49.7K
0.5%
+35%
Added · +13K sh
45Western Digital Corp
COM
$41.8M154.5K
0.5%
−5.7%
Reduced · −9K sh
46Berkshire Hathaway Inc Del
CL B NEW
$40.7M84.9K
0.5%
+0.2%
Added · +181 sh
47Palo Alto Networks Inc
COM
$35.2M219.7K
0.4%
−4.8%
Reduced · −11K sh
48Cme Group Inc
COM
$33.4M113.2K
0.4%
−6.9%
Reduced · −8K sh
49Chevron Corporation
COM
$32.9M158.9K
0.4%
+2.2%
Added · +3K sh
50Intuitive Surgical Inc
COM NEW
$32.7M70.8K
0.4%
+12%
Added · +7K sh
Showing 50 of 283 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 28, 20261,124$8.2B13F-HR
Q4 2025Dec 31, 2025Feb 5, 20261,084$9.2B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20251,053$8.7B13F-HR
Q2 2025Jun 30, 2025Jul 22, 20251,042$8.0B13F-HR
Q1 2025Mar 31, 2025May 13, 20251,053$7.3B13F-HR
Q4 2024Dec 31, 2024Feb 6, 20251,005$6.5B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20241,008$6.1B13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024973$6.3B13F-HR
Q1 2024Mar 31, 2024May 14, 2024890$4.2B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024900$4.5B13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023911$4.0B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023891$4.1B13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023895$3.5B13F-HR
Q4 2022Dec 31, 2022Feb 9, 2023885$3.2B13F-HR
Q3 2022Sep 30, 2022Oct 19, 2022856$2.6B13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022945$3.3B13F-HR
Q1 2022Mar 31, 2022May 11, 20221,008$4.3B13F-HR
Q4 2021Dec 31, 2021May 3, 20221,087$3.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.