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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 12 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MAIN MAIN STR CAP CORP Financial Services 9,958.0 $517K 0.01% +3K +52.5% $51.88 +13.6%
222 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,340.0 $513K 0.01% -800.0 -13.0% $95.98 +23.4%
223 BSX BOSTON SCIENTIFIC CORP Healthcare 11,905.0 $508K 0.01% -301K -96.2% $42.68 +14.8%
224 SKM SK TELECOM CO LTD Communication Services 15,300.0 $492K 0.01% NEW $32.16 +24.4%
225 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,730.0 $489K 0.01% NEW $63.25 +18.6%
226 STT STATE STR CORP Financial Services 2,800.0 $475K 0.01% $169.60 +12.6%
227 MRSH MARSH & MCLENNAN COS INC Financial Services 2,801.0 $467K 0.01% +208.0 +8.0% $166.67 +16.8%
228 SLF SUN LIFE FINANCIAL INC. Financial Services 5,885.0 $462K 0.01% -3K -30.7% $78.43 +0.8%
229 AEM AGNICO EAGLE MINES LTD Basic Materials 2,744.0 $426K 0.01% -300.0 -9.9% $155.22 +40.4%
230 EXC EXELON CORP Utilities 8,947.0 $417K 0.01% $46.62 -4.9%
231 CPB THE CAMPBELLS COMPANY Consumer Defensive 18,303.0 $408K 0.01% +2K +9.2% $22.27 +8.5%
232 CVS CVS HEALTH CORP Healthcare 3,883.0 $402K 0.01% -585.0 -13.1% $103.45 -9.0%
233 ETN EATON CORP PLC Industrials 918.0 $391K 0.00% -292.0 -24.1% $426.12 -4.1%
234 TDG TRANSDIGM GROUP INC Industrials 291.0 $388K 0.00% +107.0 +58.1% $1332.04 -10.0%
235 ITW ILLINOIS TOOL WKS INC Industrials 1,394.0 $377K 0.00% $270.47 +5.0%
236 COF CAPITAL ONE FINL CORP Financial Services 1,849.0 $371K 0.00% -3K -65.2% $200.62 +7.8%
237 ICICI BANK LIMITED 12,747.0 $370K 0.00% $29.03
238 BN BROOKFIELD CORP Financial Services 8,612.0 $367K 0.00% $42.62 -1.5%
239 CARR CARRIER GLOBAL CORPORATION Industrials 5,000.0 $367K 0.00% $73.35 -18.2%
240 TROW PRICE T ROWE GROUP INC Financial Services 3,185.0 $362K 0.00% -565.0 -15.1% $113.69 -1.2%
Page 12 of 15  ·  284 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%