LGT Group Foundation
Institutional investor · Portfolio as of Q4 2022
Top Holdings257 positions
Microsoft Corp. | 907,418 | $217.6M | 6.8% | $310.33 | -25.00% | 5 qtrssince 2021-Q4 | Increased 67 |
Apple Inc. | 1.5M | $189.8M | 5.9% | $167.86 | -23.95% | 5 qtrssince 2021-Q4 | Increased 67 |
JPMorgan Chase & Co. | 775,293 | $104M | 3.3% | $136.95 | -10.33% | 5 qtrssince 2021-Q4 | Increased 64 |
Alphabet Inc. | 1.1M | $95.8M | 3.0% | $136.86 | -36.14% | 5 qtrssince 2021-Q4 | Increased 57 |
Johnson & Johnson | 518,063 | $91.5M | 2.9% | $150.73 | +5.29% | 5 qtrssince 2021-Q4 | Increased 55 |
Amazon.com, Inc. | 1M | $85.4M | 2.7% | $152.63 | -44.97% | 5 qtrssince 2021-Q4 | Increased 61 |
Eli Lilly & Co. | 230,131 | $84.2M | 2.6% | $292.56 | +21.53% | 5 qtrssince 2021-Q4 | Increased 62 |
Broadcom Inc | 143,175 | $80.1M | 2.5% | $59.79 | -11.08% | 5 qtrssince 2021-Q4 | Increased 58 |
Accenture PLC | 281,991 | $75.2M | 2.4% | $360.09 | -30.65% | 5 qtrssince 2021-Q4 | Increased 56 |
MasterCard Incorporated | 195,520 | $68M | 2.1% | $346.51 | -1.88% | 5 qtrssince 2021-Q4 | Increased 51 |
Home Depot Inc. | 175,361 | $55.4M | 1.7% | $338.86 | -15.47% | 5 qtrssince 2021-Q4 | Increased 56 |
Adobe Inc | 135,988 | $45.8M | 1.4% | $545.12 | -38.27% | 5 qtrssince 2021-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 576,372 | $41.5M | 1.3% | $58.23 | +4.66% | 5 qtrssince 2021-Q4 | Increased 49 |
Merck & Co., Inc | 360,653 | $40M | 1.3% | $73.52 | +34.94% | 5 qtrssince 2021-Q4 | Increased 47 |
NVIDIA Corp. | 273,783 | $40M | 1.3% | $24.78 | -41.22% | 5 qtrssince 2021-Q4 | Increased 61 |
Berkshire Hathaway Inc. | 128,395 | $39.7M | 1.2% | $295.95 | +4.37% | 5 qtrssince 2021-Q4 | Increased 46 |
Visa Inc | 185,860 | $38.6M | 1.2% | $208.01 | -2.94% | 5 qtrssince 2021-Q4 | Increased 53 |
PFIZER INC | 744,518 | $38.1M | 1.2% | $42.91 | -4.54% | 5 qtrssince 2021-Q4 | Increased 60 |
Coca-Cola Co (The) | 580,349 | $36.9M | 1.2% | $51.93 | +9.78% | 5 qtrssince 2021-Q4 | Increased 47 |
BLACKROCK INC | 51,742 | $36.7M | 1.1% | $786.99 | -16.24% | 5 qtrssince 2021-Q4 | Increased 51 |
LGT Group Foundation manages $3.2B across 257 positions as of Q4 2022. Top holdings: MSFT (6.8%), AAPL (5.9%), JPM (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 24 new positions, 18 exits, 147 increased. Top move: MSFT (INCREASED, conviction 67). Portfolio: $3.2B across 257 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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