LGT Group Foundation
Institutional investor · Portfolio as of Q2 2023
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 991,010 | $337.5M | 8.2% | $315.11 | +4.33% | 7 qtrssince 2021-Q4 | Increased 64 |
APPLE INC | 1.5M | $290.5M | 7.0% | $168.23 | +13.61% | 7 qtrssince 2021-Q4 | Increased 61 |
ALPHABET INC-CL A | 1.2M | $148.7M | 3.6% | $101.02 | +17.01% | 7 qtrssince 2021-Q4 | Increased 63 |
AMAZON.COM INC | 1.1M | $145.9M | 3.5% | $110.02 | +16.25% | 7 qtrssince 2021-Q4 | Increased 64 |
BROADCOM INC | 119,869 | $104M | 2.5% | $59.90 | +39.69% | 7 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 221,622 | $103.9M | 2.5% | $295.49 | +55.14% | 7 qtrssince 2021-Q4 | Increased 52 |
NVIDIA CORP | 242,978 | $102.8M | 2.5% | $25.05 | +62.86% | 7 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 649,881 | $94.5M | 2.3% | $138.59 | -2.85% | 7 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 291,509 | $90M | 2.2% | $356.77 | -18.40% | 7 qtrssince 2021-Q4 | Increased 54 |
MASTERCARD INC - A | 223,692 | $88M | 2.1% | $351.99 | +8.40% | 7 qtrssince 2021-Q4 | Increased 55 |
MERCK & CO. INC. | 681,743 | $78.7M | 1.9% | $89.48 | +17.39% | 7 qtrssince 2021-Q4 | Increased 73 |
JOHNSON & JOHNSON | 471,373 | $78M | 1.9% | $154.25 | -1.45% | 7 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 290,933 | $76.2M | 1.8% | $239.28 | +7.61% | 7 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 251,851 | $59.8M | 1.4% | $214.16 | +8.18% | 7 qtrssince 2021-Q4 | Increased 60 |
ADOBE INC | 114,647 | $56.1M | 1.4% | $532.22 | -8.12% | 7 qtrssince 2021-Q4 | Decreased 0 |
IQVIA HOLDINGS INC | 206,509 | $46.4M | 1.1% | $226.66 | -2.31% | 7 qtrssince 2021-Q4 | Increased 74 |
BOOKING HOLDINGS INC | 16,823 | $45.4M | 1.1% | $93.03 | +13.69% | 7 qtrssince 2021-Q4 | Increased 52 |
HOME DEPOT INC | 143,457 | $44.6M | 1.1% | $343.67 | -15.81% | 7 qtrssince 2021-Q4 | Increased 46 |
PEPSICO INC | 233,020 | $43.2M | 1.0% | $162.19 | +4.10% | 7 qtrssince 2021-Q4 | Increased 74 |
BANK OF AMERICA CORP | 1.5M | $41.6M | 1.0% | $33.48 | -20.51% | 7 qtrssince 2021-Q4 | Increased 68 |
LGT Group Foundation manages $4.1B across 250 positions as of Q2 2023. Top holdings: MSFT (8.2%), AAPL (7.0%), GOOGL (3.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 16 new positions, 21 exits, 105 increased. Top move: IQV (INCREASED, conviction 74). Portfolio: $4.1B across 250 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