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 NEE
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,109,816 | 2,423,663 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $142,584,021 | 1,776,084 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $133,379,051 | 1,766,844 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $123,674,921 | 1,781,546 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $124,869,825 | 1,761,459 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $57,366,621 | 800,204 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $67,781,307 | 801,861 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $107,240,468 | 1,514,482 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $9,107,172 | 142,500 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,202,775 | 151,511 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $7,774,136 | 135,698 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $9,916,680 | 133,648 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $10,333,574 | 134,063 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $10,893,077 | 130,300 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,197,210 | 79,036 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $8,301,386 | 107,170 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $5,467,012 | 64,538 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,749,804 | 40,165 | Shares | Defined | 2022-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||