LGT Group Foundation
Institutional investor · Portfolio as of Q2 2022
Top Holdings256 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $271.7M | 8.3% | $324.88 | -22.15% | 3 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.7M | $227.4M | 6.9% | $173.12 | -22.65% | 3 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 63,916 | $139.3M | 4.2% | $144.41 | -23.23% | 3 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1M | $109.1M | 3.3% | $112.10 | -2.84% | 3 qtrssince 2021-Q4 | Increased 89 |
JOHNSON & JOHNSON | 529,576 | $94M | 2.9% | $153.79 | +3.68% | 3 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 312,314 | $86.7M | 2.6% | $371.04 | -30.53% | 3 qtrssince 2021-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 757,649 | $85.3M | 2.6% | $140.97 | -25.71% | 3 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 163,113 | $79.2M | 2.4% | $60.76 | -25.10% | 3 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 210,946 | $68.4M | 2.1% | $278.01 | +12.66% | 3 qtrssince 2021-Q4 | Increased 64 |
TESLA INC | 98,067 | $66M | 2.0% | $347.76 | -34.30% | 3 qtrssince 2021-Q4 | Increased 56 |
MASTERCARD INC - A | 187,060 | $59M | 1.8% | $352.32 | -10.45% | 3 qtrssince 2021-Q4 | Decreased 0 |
ADOBE INC | 133,445 | $48.8M | 1.5% | $554.59 | -33.99% | 3 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 317,983 | $48.2M | 1.5% | $29.11 | -46.68% | 3 qtrssince 2021-Q4 | Decreased 0 |
HOME DEPOT INC | 167,670 | $46M | 1.4% | $355.91 | -29.59% | 3 qtrssince 2021-Q4 | Increased 46 |
COCA-COLA CO/THE | 693,786 | $43.6M | 1.3% | $52.51 | +7.60% | 3 qtrssince 2021-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 563,542 | $43.4M | 1.3% | $58.07 | +11.45% | 3 qtrssince 2021-Q4 | Increased 49 |
ALPHABET INC-CL C | 18,329 | $40.1M | 1.2% | $144.86 | -23.08% | 3 qtrssince 2021-Q4 | Decreased 0 |
PFIZER INC | 725,044 | $38M | 1.2% | $43.65 | -5.53% | 3 qtrssince 2021-Q4 | Increased 55 |
BLACKROCK INC | 57,485 | $35M | 1.1% | $803.21 | -29.45% | 3 qtrssince 2021-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 174,576 | $34.4M | 1.0% | $209.02 | -8.82% | 3 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $3.3B across 256 positions as of Q2 2022. Top holdings: MSFT (8.3%), AAPL (6.9%), GOOGL (4.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 16 new positions, 41 exits, 107 increased. Top move: AMZN (INCREASED, conviction 89). Portfolio: $3.3B across 256 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