LGT Group Foundation
Institutional investor · Portfolio as of Q3 2023
Top Holdings255 positions
MICROSOFT CORP | 1M | $327.1M | 8.1% | $310.83 | -0.74% | 8 qtrssince 2021-Q4 | Increased 62 |
APPLE INC | 1.5M | $260.5M | 6.4% | $168.23 | +0.42% | 8 qtrssince 2021-Q4 | Increased 60 |
ALPHABET INC-CL A | 1.2M | $161.3M | 4.0% | $134.56 | -3.67% | 8 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1.1M | $140.9M | 3.5% | $149.71 | -15.09% | 8 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 219,504 | $118.2M | 2.9% | $295.49 | +78.07% | 8 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 233,048 | $104.4M | 2.6% | $24.84 | +74.61% | 8 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 328,332 | $101.2M | 2.5% | $349.37 | -16.77% | 8 qtrssince 2021-Q4 | Increased 58 |
BROADCOM INC | 118,719 | $99.1M | 2.4% | $59.79 | +34.48% | 8 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 636,222 | $91.5M | 2.3% | $136.95 | -0.87% | 8 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 221,426 | $87.7M | 2.2% | $349.64 | +11.23% | 8 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 499,968 | $77.6M | 1.9% | $150.29 | -4.83% | 8 qtrssince 2021-Q4 | Increased 50 |
MERCK & CO. INC. | 705,707 | $72.4M | 1.8% | $88.31 | +6.39% | 8 qtrssince 2021-Q4 | Increased 48 |
TESLA INC | 285,573 | $71.9M | 1.8% | $258.12 | -3.06% | 8 qtrssince 2021-Q4 | Decreased 0 |
ADOBE INC | 133,330 | $69.5M | 1.7% | $529.09 | -3.63% | 8 qtrssince 2021-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 261,143 | $60.4M | 1.5% | $214.54 | +4.79% | 8 qtrssince 2021-Q4 | Increased 48 |
HOME DEPOT INC | 156,902 | $47M | 1.2% | $333.37 | -16.08% | 8 qtrssince 2021-Q4 | Increased 50 |
IQVIA HOLDINGS INC | 237,392 | $46M | 1.1% | $225.17 | -12.62% | 8 qtrssince 2021-Q4 | Increased 53 |
ALPHABET INC-CL C | 338,671 | $45.8M | 1.1% | $141.89 | -7.95% | 8 qtrssince 2021-Q4 | Increased 46 |
BOOKING HOLDINGS INC | 14,643 | $45.3M | 1.1% | $92.81 | +29.84% | 8 qtrssince 2021-Q4 | Decreased 0 |
AIRBNB INC | 316,545 | $43.2M | 1.1% | $156.01 | -12.05% | 8 qtrssince 2021-Q4 | Increased 50 |
LGT Group Foundation manages $4B across 255 positions as of Q3 2023. Top holdings: MSFT (8.1%), AAPL (6.4%), GOOGL (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 19 new positions, 14 exits, 128 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $4.0B across 255 positions.
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Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR