LGT Group Foundation
Institutional investor · Portfolio as of Q4 2022
Top Holdings257 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 907,418 | $217.6M | 6.8% | $315.21 | -25.69% | 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% | $138.59 | -10.54% | 5 qtrssince 2021-Q4 | Increased 64 |
ALPHABET INC-CL A | 1.1M | $95.8M | 3.0% | $98.56 | -11.15% | 5 qtrssince 2021-Q4 | Increased 57 |
JOHNSON & JOHNSON | 518,063 | $91.5M | 2.9% | $154.25 | +4.54% | 5 qtrssince 2021-Q4 | Increased 55 |
AMAZON.COM INC | 1M | $85.4M | 2.7% | $107.32 | -21.73% | 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% | $59.90 | -11.08% | 5 qtrssince 2021-Q4 | Increased 58 |
ACCENTURE PLC-CL A | 281,991 | $75.2M | 2.4% | $360.09 | -30.65% | 5 qtrssince 2021-Q4 | Increased 56 |
MASTERCARD INC - A | 195,520 | $68M | 2.1% | $349.72 | -2.45% | 5 qtrssince 2021-Q4 | Increased 51 |
HOME DEPOT INC | 175,361 | $55.4M | 1.7% | $344.15 | -14.96% | 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% | $75.69 | +33.79% | 5 qtrssince 2021-Q4 | Increased 47 |
NVIDIA CORP | 273,783 | $40M | 1.3% | $25.00 | -41.60% | 5 qtrssince 2021-Q4 | Increased 61 |
BERKSHIRE HATHAWAY INC-CL B | 128,395 | $39.7M | 1.2% | $297.08 | +3.98% | 5 qtrssince 2021-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 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% | $52.63 | +10.44% | 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: Concentrated Value. HoldingsIntel Rating: 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.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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