LGT Group Foundation
Institutional investor · Portfolio as of Q3 2022
Top Holdings255 positions
Microsoft Corp | 810,662 | $188.8M | 7.4% | $319.59 | -29.47% | 4 qtrssince 2021-Q4 | Decreased 0 |
Apple Inc | 1.3M | $178.5M | 7.0% | $173.12 | -21.70% | 4 qtrssince 2021-Q4 | Decreased 0 |
Amazon.com Inc | 843,910 | $95.4M | 3.7% | $166.72 | -32.22% | 4 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc | 974,189 | $93.2M | 3.6% | $142.55 | -33.53% | 4 qtrssince 2021-Q4 | Increased 88 |
Johnson & Johnson | 485,817 | $79.4M | 3.1% | $150.20 | -2.92% | 4 qtrssince 2021-Q4 | Decreased 0 |
JPMorgan Chase & Co | 666,939 | $69.7M | 2.7% | $139.25 | -31.89% | 4 qtrssince 2021-Q4 | Decreased 0 |
Accenture PLC | 256,532 | $66M | 2.6% | $371.04 | -35.39% | 4 qtrssince 2021-Q4 | Decreased 0 |
Eli Lilly & Co | 186,933 | $60.4M | 2.4% | $278.01 | +12.72% | 4 qtrssince 2021-Q4 | Decreased 0 |
Broadcom Inc | 126,625 | $56.2M | 2.2% | $60.65 | -30.97% | 4 qtrssince 2021-Q4 | Decreased 0 |
Mastercard Inc | 193,947 | $55.1M | 2.1% | $346.56 | -19.91% | 4 qtrssince 2021-Q4 | Increased 52 |
Tesla Inc | 176,930 | $46.9M | 1.8% | $342.98 | -22.66% | 4 qtrssince 2021-Q4 | Increased 71 |
Home Depot Inc/The | 142,750 | $39.4M | 1.5% | $350.83 | -29.10% | 4 qtrssince 2021-Q4 | Decreased 0 |
Bristol-Myers Squibb Co | 545,577 | $38.8M | 1.5% | $58.07 | +2.90% | 4 qtrssince 2021-Q4 | Decreased 0 |
Adobe Systems Inc | 138,125 | $38M | 1.5% | $545.12 | -49.52% | 4 qtrssince 2021-Q4 | Increased 47 |
Alphabet Inc | 366,965 | $35.3M | 1.4% | $143.18 | -33.48% | 4 qtrssince 2021-Q4 | Increased 74 |
Berkshire Hathaway Inc | 127,397 | $34M | 1.3% | $295.85 | -9.75% | 4 qtrssince 2021-Q4 | Increased 51 |
Coca-Cola Co/The | 568,121 | $31.8M | 1.2% | $51.83 | -3.80% | 4 qtrssince 2021-Q4 | Decreased 0 |
Merck & Co Inc | 354,461 | $30.5M | 1.2% | $73.07 | +4.69% | 4 qtrssince 2021-Q4 | Increased 54 |
Hess Corp | 271,624 | $29.6M | 1.2% | — | — | 3 qtrssince 2022-Q1 | Decreased 0 |
Airbnb Inc | 274,449 | $28.8M | 1.1% | $167.19 | -37.18% | 4 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $2.6B across 255 positions as of Q3 2022. Top holdings: MSFT (7.4%), AAPL (7.0%), AMZN (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 11 new positions, 13 exits, 74 increased. Top move: GOOGL (INCREASED, conviction 88). Portfolio: $2.6B across 255 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR