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Portfolio (Quarterly) Guide ↗

LGT Group Foundation

· CIK 0001911278
13F Portfolio $8.8B AUM 1,086 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 108 Added 115 Reduced 26 Exited
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAIN MAIN STR CAP CORP Financial Services 9,958.0 $517K 0.01% +3K +52.5% $51.88 +13.6%
102 MRSH MARSH & MCLENNAN COS INC Financial Services 2,801.0 $467K 0.01% +208.0 +8.0% $166.67 +16.8%
103 CPB THE CAMPBELLS COMPANY Consumer Defensive 18,303.0 $408K 0.01% +2K +9.2% $22.27 +8.5%
104 TDG TRANSDIGM GROUP INC Industrials 291.0 $388K 0.00% +107.0 +58.1% $1332.04 -10.0%
105 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,634.0 $347K 0.00% +274.0 +11.6% $131.58 +6.3%
106 WIT WIPRO LTD Technology 143,880.0 $324K 0.00% +53K +58.0% $2.25 -16.4%
107 SBS COMPANHIA DE SANEAMENTO BASI Utilities 54,600.0 $316K 0.00% +42K +330.1% $5.78 -19.9%
108 CIG CIA ENERGETICA DE MINAS GERA Utilities 74,255.0 $156K 0.00% +40K +117.8% $2.10 -7.1%
Page 6 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Healthcare 18.5%
Financial Services 16.3%
Communication Services 10.5%
Industrials 6.4%
Consumer Defensive 4.0%
Energy 3.2%
Utilities 3.1%
Consumer Cyclical 2.7%
Real Estate 1.8%