LGT Group Foundation
Institutional investor · Portfolio as of Q4 2021
Top Holdings286 positions
MICROSOFT CORP | 953,594 | $320.7M | 8.3% | $323.37 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 1.8M | $315.2M | 8.1% | $173.45 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 54,888 | $183M | 4.7% | $166.72 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 58,376 | $169.1M | 4.4% | $143.49 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 716,107 | $113.4M | 2.9% | $140.57 | 0.00% | 1 qtr | First report 0 |
ACCENTURE PLC IRELAND | 262,278 | $108.7M | 2.8% | $382.74 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 312,923 | $92M | 2.4% | $29.29 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 523,324 | $89.5M | 2.3% | $149.75 | 0.00% | 1 qtr | First report 0 |
BROADCOM INC | 131,506 | $87.5M | 2.3% | $61.30 | 0.00% | 1 qtr | First report 0 |
ADOBE INC | 146,660 | $83.2M | 2.1% | $567.06 | 0.00% | 1 qtr | First report 0 |
MASTERCARD INCORPORATED | 192,861 | $69.3M | 1.8% | $349.29 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 22,090 | $63.9M | 1.6% | $143.32 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 57,206 | $60.5M | 1.6% | $352.26 | 0.00% | 1 qtr | First report 0 |
HOME DEPOT INC | 140,655 | $58.4M | 1.5% | $367.13 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 158,296 | $53.2M | 1.4% | $333.16 | 0.00% | 1 qtr | First report 0 |
VISA INC | 229,668 | $49.8M | 1.3% | $209.02 | 0.00% | 1 qtr | First report 0 |
AIRBNB INC | 267,011 | $44.5M | 1.1% | $166.49 | 0.00% | 1 qtr | First report 0 |
BLACKROCK INC | 46,780 | $42.8M | 1.1% | $826.47 | 0.00% | 1 qtr | First report 0 |
COCA COLA CO | 719,542 | $42.6M | 1.1% | $51.55 | 0.00% | 1 qtr | First report 0 |
BANK AMERICA CORP | 912,818 | $40.6M | 1.0% | $39.55 | 0.00% | 1 qtr | First report 0 |
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: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 286 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR