LGT Group Foundation
Institutional investor · Portfolio as of Q4 2021
Top Holdings286 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 953,594 | $320.7M | 8.3% | $328.32 | 0.00% | 1 qtr | New 96 |
APPLE INC | 1.8M | $315.2M | 8.1% | $173.45 | 0.00% | 1 qtr | New 96 |
AMAZON.COM INC | 54,888 | $183M | 4.7% | $168.64 | 0.00% | 1 qtr | New 84 |
ALPHABET INC-CL A | 58,376 | $169.1M | 4.4% | $145.10 | 0.00% | 1 qtr | New 84 |
JPMORGAN CHASE & CO | 716,107 | $113.4M | 2.9% | $142.04 | 0.00% | 1 qtr | New 78 |
ACCENTURE PLC-CL A | 262,278 | $108.7M | 2.8% | $382.74 | 0.00% | 1 qtr | New 78 |
NVIDIA CORP | 312,923 | $92M | 2.4% | $29.53 | 0.00% | 1 qtr | New 77 |
JOHNSON & JOHNSON | 523,324 | $89.5M | 2.3% | $153.26 | 0.00% | 1 qtr | New 77 |
BROADCOM INC | 131,506 | $87.5M | 2.3% | $61.41 | 0.00% | 1 qtr | New 77 |
ADOBE INC | 146,660 | $83.2M | 2.1% | $567.06 | 0.00% | 1 qtr | New 77 |
MASTERCARD INC - A | 192,861 | $69.3M | 1.8% | $352.10 | 0.00% | 1 qtr | New 68 |
ALPHABET INC-CL C | 22,090 | $63.9M | 1.6% | $144.92 | 0.00% | 1 qtr | New 67 |
TESLA INC | 57,206 | $60.5M | 1.6% | $356.78 | 0.00% | 1 qtr | New 67 |
HOME DEPOT INC | 140,655 | $58.4M | 1.5% | $370.51 | 0.00% | 1 qtr | New 67 |
META PLATFORMS INC-CLASS A | 158,296 | $53.2M | 1.4% | $341.97 | 0.00% | 1 qtr | New 67 |
VISA INC-CLASS A SHARES | 229,668 | $49.8M | 1.3% | $209.02 | 0.00% | 1 qtr | New 67 |
AIRBNB INC-CLASS A | 267,011 | $44.5M | 1.1% | $166.49 | 0.00% | 1 qtr | New 67 |
BLACKROCK INC | 46,780 | $42.8M | 1.1% | $826.47 | 0.00% | 1 qtr | New 67 |
COCA-COLA CO/THE | 719,542 | $42.6M | 1.1% | $52.17 | 0.00% | 1 qtr | New 67 |
BANK OF AMERICA CORP | 912,818 | $40.6M | 1.0% | $39.76 | 0.00% | 1 qtr | New 66 |
LGT Group Foundation manages $3.9B across 286 positions as of Q4 2021. Top holdings: MSFT (8.3%), AAPL (8.1%), AMZN (4.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 279 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 96). Portfolio: $3.9B across 286 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