LGT Group Foundation
Institutional investor · Portfolio as of Q3 2024
Top Holdings283 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.2M | $505.2M | 8.3% | $364.85 | +16.22% | 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% | $149.49 | +25.74% | 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-CL A | 1.4M | $240.4M | 3.9% | $131.56 | +23.99% | 12 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 1.7M | $204.3M | 3.3% | $113.61 | +6.82% | 12 qtrssince 2021-Q4 | Increased 63 |
MASTERCARD INC - A | 371,922 | $184.3M | 3.0% | $399.71 | +22.45% | 12 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 881,202 | $154.9M | 2.5% | $164.43 | +6.46% | 12 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 403,545 | $143.8M | 2.4% | $319.57 | +6.42% | 12 qtrssince 2021-Q4 | Decreased 0 |
UBS GROUP AG- REG | 4.4M | $132.8M | 2.2% | $28.25 | +6.37% | 12 qtrssince 2021-Q4 | Increased 64 |
BROADCOM INC | 771,457 | $131.7M | 2.2% | $158.36 | +7.27% | 12 qtrssince 2021-Q4 | Increased 83 |
HOME DEPOT INC | 286,447 | $117.8M | 1.9% | $338.23 | +14.65% | 12 qtrssince 2021-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 511,501 | $106M | 1.7% | $140.06 | +45.62% | 12 qtrssince 2021-Q4 | Increased 48 |
BANK OF AMERICA CORP | 2.6M | $102.2M | 1.7% | $35.50 | +7.48% | 12 qtrssince 2021-Q4 | Increased 50 |
PROCTER & GAMBLE CO/THE | 521,240 | $89.6M | 1.5% | $151.33 | +8.44% | 12 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $91.26 | +19.11% | 12 qtrssince 2021-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 129,717 | $74.3M | 1.2% | $385.10 | +46.75% | 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% | — | — | — | — |
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 Rating: 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.
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer