LGT Group Foundation
EndowmentTop Portfolio Positions
281 positions ·
$8,111,715,082 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,454,074 | $538,254,568 | 6.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,704,701 | $490,203,816 | 6.04% | |
| AAPL |
Apple Inc.
Technology
|
1,685,696 | $427,812,784 | 5.27% | |
| NVDA |
Nvidia Corp
Technology
|
2,358,161 | $411,263,275 | 5.07% | |
| AZN |
Astrazeneca PLC
Healthcare
|
1,890,121 | $372,769,659 | 4.60% | |
| LLY |
ELI LILLY & Co
Healthcare
|
399,693 | $367,625,628 | 4.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,693,321 | $352,667,959 | 4.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
915,260 | $269,232,877 | 3.32% | |
| MA |
Mastercard Inc
Financial Services
|
474,944 | $237,310,515 | 2.93% | |
| NEE |
Nextera Energy Inc
Utilities
|
2,423,663 | $225,109,816 | 2.78% |
Portfolio Trend
18 quarters · across all stocks
Holdings in HLN
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,976,663 | 297,369 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,776,286 | 274,608 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $158,526 | 17,673 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $186,369 | 17,972 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $149,565 | 14,535 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $292,982 | 30,711 | Shares | Defined | 2025-02-06 | |
| 2023-06-30 | $94,861 | 11,320 | Shares | Defined | 2023-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||