LGT Group Foundation
Institutional investor · Portfolio as of Q2 2023
Top Holdings250 positions
Microsoft Corp | 991,010 | $337.5M | 8.2% | $310.89 | +6.80% | 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 | 1.2M | $148.7M | 3.6% | $134.56 | -11.88% | 7 qtrssince 2021-Q4 | Increased 63 |
Amazon.com Inc | 1.1M | $145.9M | 3.5% | $149.71 | -12.92% | 7 qtrssince 2021-Q4 | Increased 64 |
Broadcom Inc | 119,869 | $104M | 2.5% | $59.79 | +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% | $24.84 | +69.80% | 7 qtrssince 2021-Q4 | Decreased 0 |
JPMorgan Chase & Co | 649,881 | $94.5M | 2.3% | $136.95 | -1.26% | 7 qtrssince 2021-Q4 | Decreased 0 |
Accenture PLC | 291,509 | $90M | 2.2% | $356.77 | -18.40% | 7 qtrssince 2021-Q4 | Increased 54 |
Mastercard Inc | 223,692 | $88M | 2.1% | $349.64 | +10.34% | 7 qtrssince 2021-Q4 | Increased 55 |
Merck & Co Inc | 681,743 | $78.7M | 1.9% | $88.11 | +18.70% | 7 qtrssince 2021-Q4 | Increased 73 |
Johnson & Johnson | 471,373 | $78M | 1.9% | $150.73 | +0.11% | 7 qtrssince 2021-Q4 | Decreased 0 |
Tesla Inc | 290,933 | $76.2M | 1.8% | $258.12 | +1.41% | 7 qtrssince 2021-Q4 | Decreased 0 |
Visa Inc | 251,851 | $59.8M | 1.4% | $214.16 | +8.18% | 7 qtrssince 2021-Q4 | Increased 60 |
Adobe Systems Inc | 114,647 | $56.1M | 1.4% | $532.22 | -8.12% | 7 qtrssince 2021-Q4 | Decreased 0 |
Quintiles IMS Holdings Inc | 206,509 | $46.4M | 1.1% | $229.42 | -2.03% | 7 qtrssince 2021-Q4 | Increased 74 |
Priceline Group Inc/The | 16,823 | $45.4M | 1.1% | $92.81 | +13.69% | 7 qtrssince 2021-Q4 | Increased 52 |
Home Depot Inc/The | 143,457 | $44.6M | 1.1% | $338.39 | -15.54% | 7 qtrssince 2021-Q4 | Increased 46 |
PepsiCo Inc | 233,020 | $43.2M | 1.0% | $158.39 | +4.21% | 7 qtrssince 2021-Q4 | Increased 74 |
Bank of America Corp | 1.5M | $41.6M | 1.0% | $33.31 | -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: Steady Compounder. HoldingsIntel Score: 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.
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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
Verify source filings on SEC EDGAR