LGT Group Foundation
Institutional investor · Portfolio as of Q3 2024
Top Holdings283 positions
MICROSOFT CORP | 1.2M | $505.2M | 8.3% | $361.23 | +17.27% | 12 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.8M | $416.3M | 6.8% | $182.37 | +26.70% | 12 qtrssince 2021-Q4 | Decreased 0 |
AMAZON COM INC | 1.6M | $300.1M | 4.9% | $170.19 | +9.48% | 12 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 303,156 | $270.1M | 4.4% | $672.12 | +29.99% | 12 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 1.4M | $240.4M | 3.9% | $152.16 | +8.24% | 12 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORPORATION | 1.7M | $204.3M | 3.3% | $36.16 | +234.93% | 12 qtrssince 2021-Q4 | Increased 63 |
MASTERCARD INCORPORATED | 371,922 | $184.3M | 3.0% | $397.85 | +22.64% | 12 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 881,202 | $154.9M | 2.5% | $164.43 | +6.46% | 12 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 403,545 | $143.8M | 2.4% | $317.03 | +6.42% | 12 qtrssince 2021-Q4 | Decreased 0 |
UBS GROUP AG | 4.4M | $132.8M | 2.2% | $27.52 | +6.05% | 12 qtrssince 2021-Q4 | Increased 64 |
BROADCOM INC | 771,457 | $131.7M | 2.2% | $64.72 | +161.99% | 12 qtrssince 2021-Q4 | Increased 83 |
HOME DEPOT INC | 286,447 | $117.8M | 1.9% | $332.15 | +15.89% | 12 qtrssince 2021-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 511,501 | $106M | 1.7% | $138.43 | +46.19% | 12 qtrssince 2021-Q4 | Increased 48 |
BANK OF AMER CORP | 2.6M | $102.2M | 1.7% | $35.32 | +7.48% | 12 qtrssince 2021-Q4 | Increased 50 |
PROCTER & GAMBLE CO | 521,240 | $89.6M | 1.5% | $151.33 | +8.44% | 12 qtrssince 2021-Q4 | Decreased 0 |
VISA INC | 315,010 | $87.3M | 1.4% | $224.26 | +20.78% | 12 qtrssince 2021-Q4 | Increased 54 |
MERCK & CO INC | 739,501 | $82.9M | 1.4% | $89.81 | +18.45% | 12 qtrssince 2021-Q4 | Increased 50 |
META PLATFORMS INC | 129,717 | $74.3M | 1.2% | $380.22 | +49.58% | 12 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC | 777,353 | $69.6M | 1.1% | $72.79 | +24.57% | 5 qtrssince 2023-Q3 | Decreased 0 |
NEXTERA ENERGY INC | 801,861 | $68.5M | 1.1% | $66.92 | +19.09% | 12 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $6.1B across 283 positions as of Q3 2024. Top holdings: MSFT (8.3%), AAPL (6.8%), AMZN (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 30 new positions, 18 exits, 104 increased. Top move: AVGO (INCREASED, conviction 83). Portfolio: $6.1B across 283 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
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