LGT Group Foundation
Institutional investor · Portfolio as of Q2 2024
Top Holdings271 positions
Microsoft Corp | 1.4M | $624.2M | 9.8% | $361.23 | +21.59% | 11 qtrssince 2021-Q4 | Increased 89 |
Apple Inc | 1.9M | $392.8M | 6.2% | $182.37 | +14.40% | 11 qtrssince 2021-Q4 | Increased 85 |
Amazon.com Inc | 1.8M | $357.2M | 5.6% | $170.19 | +13.55% | 11 qtrssince 2021-Q4 | Increased 93 |
Eli Lilly & Co | 394,553 | $357.2M | 5.6% | $672.12 | +32.66% | 11 qtrssince 2021-Q4 | Increased 97 |
Alphabet Inc | 1.7M | $305.9M | 4.8% | $152.16 | +18.72% | 11 qtrssince 2021-Q4 | Increased 82 |
Mastercard Inc | 499,745 | $220.5M | 3.5% | $397.85 | +9.41% | 11 qtrssince 2021-Q4 | Increased 91 |
NVIDIA Corp | 1.5M | $191M | 3.0% | $25.08 | +391.15% | 11 qtrssince 2021-Q4 | Increased 90 |
Accenture PLC | 549,344 | $166.7M | 2.6% | $319.57 | -9.05% | 11 qtrssince 2021-Q4 | Increased 84 |
Broadcom Inc | 84,560 | $135.8M | 2.1% | $64.72 | +143.05% | 11 qtrssince 2021-Q4 | Increased 55 |
Procter & Gamble Co/The | 822,596 | $135.7M | 2.1% | $151.33 | +2.64% | 11 qtrssince 2021-Q4 | Increased 84 |
NextEra Energy Inc | 1.5M | $107.2M | 1.7% | $66.92 | -0.89% | 11 qtrssince 2021-Q4 | Increased 76 |
JPMorgan Chase & Co | 506,145 | $102.4M | 1.6% | $137.75 | +40.14% | 11 qtrssince 2021-Q4 | Decreased 0 |
UBS Group AG | 3.4M | $101.3M | 1.6% | $27.07 | +3.04% | 11 qtrssince 2021-Q4 | Increased 56 |
Tetra Tech Inc | 491,444 | $100.5M | 1.6% | $40.18 | +0.13% | 2 qtrssince 2024-Q1 | Increased 76 |
Bank of America Corp | 2.5M | $98.3M | 1.6% | $35.18 | +7.46% | 11 qtrssince 2021-Q4 | Increased 73 |
Home Depot Inc/The | 269,368 | $92.7M | 1.5% | $328.81 | -1.15% | 11 qtrssince 2021-Q4 | Increased 76 |
Merck & Co Inc | 697,137 | $86.3M | 1.4% | $88.80 | +29.73% | 11 qtrssince 2021-Q4 | Increased 48 |
CRH PLC | 1.6M | $86.3M | 1.4% | $72.79 | +0.32% | 4 qtrssince 2023-Q3 | Increased 76 |
Coca-Cola Co/The | 1.2M | $76.2M | 1.2% | $56.33 | +6.13% | 11 qtrssince 2021-Q4 | Increased 75 |
Visa Inc | 275,611 | $72.3M | 1.1% | $217.60 | +18.59% | 11 qtrssince 2021-Q4 | Increased 49 |
LGT Group Foundation manages $6.3B across 271 positions as of Q2 2024. Top holdings: MSFT (9.8%), AAPL (6.2%), AMZN (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 33 new positions, 23 exits, 137 increased. Top move: LLY (INCREASED, conviction 97). Portfolio: $6.3B across 271 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