LGT Group Foundation
Institutional investor · Portfolio as of Q1 2022
Top Holdings287 positions
Apple Inc | 2M | $353.4M | 8.3% | $173.12 | -1.35% | 2 qtrssince 2021-Q4 | Increased 69 |
Microsoft Corp | 1.1M | $344.5M | 8.0% | $319.59 | -7.05% | 2 qtrssince 2021-Q4 | Increased 70 |
Alphabet Inc Cap Stock Cl A | 69,840 | $195.8M | 4.6% | $142.55 | -3.36% | 2 qtrssince 2021-Q4 | Increased 66 |
Amazon.Com Inc | 54,739 | $179.1M | 4.2% | $166.72 | -2.23% | 2 qtrssince 2021-Q4 | Decreased 0 |
NVidia Corp | 403,490 | $107.8M | 2.5% | $28.81 | -5.68% | 2 qtrssince 2021-Q4 | Increased 64 |
Broadcom Inc | 169,289 | $106.1M | 2.5% | $60.65 | -3.71% | 2 qtrssince 2021-Q4 | Increased 64 |
Accenture Plc Ireland Class A | 310,074 | $105.6M | 2.5% | $368.90 | -16.05% | 2 qtrssince 2021-Q4 | Increased 60 |
JPMorgan Chase & Co | 770,099 | $104.2M | 2.4% | $139.25 | -12.58% | 2 qtrssince 2021-Q4 | Increased 55 |
Johnson & Johnson | 563,014 | $100.3M | 2.3% | $150.20 | +3.95% | 2 qtrssince 2021-Q4 | Increased 55 |
Tesla Inc | 89,205 | $96.8M | 2.3% | $354.75 | +1.25% | 2 qtrssince 2021-Q4 | Increased 73 |
Mastercard Inc Cl A | 221,919 | $80.8M | 1.9% | $349.10 | -0.36% | 2 qtrssince 2021-Q4 | Increased 54 |
Adobe Inc | 165,139 | $75.7M | 1.8% | $554.59 | -17.85% | 2 qtrssince 2021-Q4 | Increased 53 |
Alphabet Inc Cap Stock Cl C | 22,506 | $63.3M | 1.5% | $143.23 | -3.41% | 2 qtrssince 2021-Q4 | Increased 47 |
Airbnb Inc Cl A | 308,238 | $53.3M | 1.2% | $167.19 | +2.73% | 2 qtrssince 2021-Q4 | Increased 53 |
Home Depot Inc | 167,168 | $50.5M | 1.2% | $351.15 | -24.14% | 2 qtrssince 2021-Q4 | Increased 54 |
Coca-Cola Co | 797,902 | $50.2M | 1.2% | $51.83 | +4.95% | 2 qtrssince 2021-Q4 | Increased 51 |
Visa Inc Cl A | 216,263 | $49M | 1.1% | $209.02 | +2.50% | 2 qtrssince 2021-Q4 | Decreased 0 |
Lilly Eli & Co | 163,130 | $47.7M | 1.1% | $267.69 | +2.99% | 2 qtrssince 2021-Q4 | Increased 60 |
Berkshire Hathaway Inc Cl B | 131,839 | $46.4M | 1.1% | $299.00 | +18.03% | 2 qtrssince 2021-Q4 | Decreased 0 |
Bank America Corp | 1.1M | $45.7M | 1.1% | $39.05 | -5.70% | 2 qtrssince 2021-Q4 | Increased 56 |
LGT Group Foundation manages $4.3B across 287 positions as of Q1 2022. Top holdings: AAPL (8.3%), MSFT (8.0%), GOOGL (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 29 new positions, 30 exits, 164 increased. Top move: TSLA (INCREASED, conviction 73). Portfolio: $4.3B across 287 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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