LGT Group Foundation
Institutional investor · Portfolio as of Q1 2023
Top Holdings255 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 931,818 | $268.6M | 7.7% | $314.24 | -11.50% | 6 qtrssince 2021-Q4 | Increased 61 |
APPLE INC | 1.5M | $242.7M | 7.0% | $167.82 | -3.31% | 6 qtrssince 2021-Q4 | Increased 60 |
ALPHABET INC-CL A | 1.1M | $112.7M | 3.2% | $98.56 | +1.59% | 6 qtrssince 2021-Q4 | Increased 55 |
AMAZON.COM INC | 972,295 | $100.4M | 2.9% | $107.32 | -4.95% | 6 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 748,894 | $97.6M | 2.8% | $138.59 | -13.47% | 6 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 135,130 | $86.7M | 2.5% | $59.90 | +2.77% | 6 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 277,461 | $79.3M | 2.3% | $360.09 | -25.41% | 6 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 509,368 | $79M | 2.3% | $154.25 | -8.55% | 6 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 279,406 | $77.6M | 2.2% | $25.05 | +9.24% | 6 qtrssince 2021-Q4 | Increased 52 |
MASTERCARD INC - A | 209,134 | $76M | 2.2% | $349.93 | +0.89% | 6 qtrssince 2021-Q4 | Increased 55 |
ELI LILLY & CO | 217,701 | $74.8M | 2.1% | $292.56 | +14.45% | 6 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 292,805 | $60.7M | 1.7% | $239.28 | -18.39% | 6 qtrssince 2021-Q4 | Increased 48 |
ADOBE INC | 147,938 | $57M | 1.6% | $532.22 | -27.59% | 6 qtrssince 2021-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 186,946 | $42.1M | 1.2% | $208.08 | +5.51% | 6 qtrssince 2021-Q4 | Increased 46 |
HOME DEPOT INC | 142,199 | $42M | 1.2% | $344.15 | -22.62% | 6 qtrssince 2021-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 14,936 | $39.6M | 1.1% | $91.42 | +13.64% | 6 qtrssince 2021-Q4 | Decreased 0 |
MERCK & CO. INC. | 363,728 | $38.7M | 1.1% | $75.87 | +28.30% | 6 qtrssince 2021-Q4 | Increased 46 |
AIRBNB INC-CLASS A | 299,422 | $37.2M | 1.1% | $157.53 | -21.03% | 6 qtrssince 2021-Q4 | Decreased 0 |
BLACKROCK INC | 52,118 | $34.9M | 1.0% | $785.78 | -21.18% | 6 qtrssince 2021-Q4 | Increased 46 |
COCA-COLA CO/THE | 556,128 | $34.5M | 1.0% | $52.63 | +8.21% | 6 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $3.5B across 255 positions as of Q1 2023. Top holdings: MSFT (7.7%), AAPL (7.0%), GOOGL (3.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 11 new positions, 13 exits, 124 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $3.5B across 255 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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