LGT Group Foundation
Institutional investor · Portfolio as of Q1 2023
Top Holdings255 positions
Microsoft Corp. | 931,818 | $268.6M | 7.7% | $309.55 | -9.39% | 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. | 1.1M | $112.7M | 3.2% | $136.86 | -24.92% | 6 qtrssince 2021-Q4 | Increased 55 |
Amazon.com, Inc. | 972,295 | $100.4M | 2.9% | $152.63 | -32.33% | 6 qtrssince 2021-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 748,894 | $97.6M | 2.8% | $136.95 | -12.22% | 6 qtrssince 2021-Q4 | Decreased 0 |
Broadcom Inc | 135,130 | $86.7M | 2.5% | $59.79 | +2.77% | 6 qtrssince 2021-Q4 | Decreased 0 |
Accenture PLC | 277,461 | $79.3M | 2.3% | $360.09 | -25.41% | 6 qtrssince 2021-Q4 | Decreased 0 |
Johnson & Johnson | 509,368 | $79M | 2.3% | $150.73 | -6.95% | 6 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA Corp. | 279,406 | $77.6M | 2.2% | $24.84 | +11.48% | 6 qtrssince 2021-Q4 | Increased 52 |
MasterCard Incorporated | 209,134 | $76M | 2.2% | $347.12 | +2.53% | 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% | $258.12 | -19.63% | 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 | 186,946 | $42.1M | 1.2% | $208.08 | +5.51% | 6 qtrssince 2021-Q4 | Increased 46 |
Home Depot Inc. | 142,199 | $42M | 1.2% | $338.86 | -20.45% | 6 qtrssince 2021-Q4 | Decreased 0 |
Booking Holdings Inc | 14,936 | $39.6M | 1.1% | $91.20 | +13.64% | 6 qtrssince 2021-Q4 | Decreased 0 |
Merck & Co., Inc | 363,728 | $38.7M | 1.1% | $73.71 | +29.96% | 6 qtrssince 2021-Q4 | Increased 46 |
AIRBNB INC COM CL 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% | $51.93 | +7.88% | 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: Steady Compounder. HoldingsIntel Score: 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.
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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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