LGT Group Foundation
Institutional investor · Portfolio as of Q1 2022
Top Holdings287 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $324.88 | -6.33% | 2 qtrssince 2021-Q4 | Increased 70 |
ALPHABET INC-CL A | 69,840 | $195.8M | 4.6% | $144.41 | -2.45% | 2 qtrssince 2021-Q4 | Increased 66 |
AMAZON.COM INC | 54,739 | $179.1M | 4.2% | $168.64 | -1.39% | 2 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 403,490 | $107.8M | 2.5% | $29.11 | -5.04% | 2 qtrssince 2021-Q4 | Increased 64 |
BROADCOM INC | 169,289 | $106.1M | 2.5% | $60.99 | -3.52% | 2 qtrssince 2021-Q4 | Increased 64 |
ACCENTURE PLC-CL A | 310,074 | $105.6M | 2.5% | $379.13 | -15.66% | 2 qtrssince 2021-Q4 | Increased 60 |
JPMORGAN CHASE & CO | 770,099 | $104.2M | 2.4% | $140.97 | -10.11% | 2 qtrssince 2021-Q4 | Increased 55 |
JOHNSON & JOHNSON | 563,014 | $100.3M | 2.3% | $153.79 | +4.53% | 2 qtrssince 2021-Q4 | Increased 55 |
TESLA INC | 89,205 | $96.8M | 2.3% | $359.61 | +1.41% | 2 qtrssince 2021-Q4 | Increased 73 |
MASTERCARD INC - A | 221,919 | $80.8M | 1.9% | $352.32 | +0.42% | 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-CL C | 22,506 | $63.3M | 1.5% | $144.86 | -2.26% | 2 qtrssince 2021-Q4 | Increased 47 |
AIRBNB INC-CLASS A | 308,238 | $53.3M | 1.2% | $169.43 | +2.48% | 2 qtrssince 2021-Q4 | Increased 53 |
HOME DEPOT INC | 167,168 | $50.5M | 1.2% | $356.23 | -21.26% | 2 qtrssince 2021-Q4 | Increased 54 |
COCA-COLA CO/THE | 797,902 | $50.2M | 1.2% | $52.51 | +5.94% | 2 qtrssince 2021-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 216,263 | $49M | 1.1% | $209.02 | +2.50% | 2 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & 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% | $299.98 | +19.21% | 2 qtrssince 2021-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 1.1M | $45.7M | 1.1% | $40.00 | -2.43% | 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: Concentrated Value. HoldingsIntel Rating: 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.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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