LGT Group Foundation
Institutional investor · Portfolio as of Q4 2023
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 982,228 | $368.6M | 8.1% | $314.99 | +17.63% | 9 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.5M | $286.6M | 6.3% | $168.23 | +13.07% | 9 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.2M | $162.3M | 3.6% | $101.02 | +37.23% | 9 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 964,554 | $147.9M | 3.3% | $110.02 | +38.10% | 9 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 216,322 | $125.7M | 2.8% | $295.49 | +93.60% | 9 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 105,627 | $118.6M | 2.6% | $59.90 | +81.57% | 9 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 235,413 | $116.6M | 2.6% | $25.29 | +95.67% | 9 qtrssince 2021-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 658,594 | $112.2M | 2.5% | $139.39 | +16.19% | 9 qtrssince 2021-Q4 | Increased 53 |
ACCENTURE PLC-CL A | 317,951 | $111.8M | 2.5% | $349.37 | -4.51% | 9 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 220,388 | $94M | 2.1% | $351.99 | +19.61% | 9 qtrssince 2021-Q4 | Decreased 0 |
ADOBE INC | 135,467 | $80.7M | 1.8% | $530.16 | +12.53% | 9 qtrssince 2021-Q4 | Increased 48 |
JOHNSON & JOHNSON | 488,021 | $76.4M | 1.7% | $153.74 | -4.11% | 9 qtrssince 2021-Q4 | Decreased 0 |
MERCK & CO. INC. | 692,516 | $75.3M | 1.7% | $89.69 | +14.03% | 9 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 270,863 | $70.5M | 1.6% | $215.99 | +18.07% | 9 qtrssince 2021-Q4 | Increased 48 |
TESLA INC | 276,540 | $70M | 1.5% | $239.28 | +3.85% | 9 qtrssince 2021-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 1.7M | $57M | 1.3% | $33.12 | -4.14% | 9 qtrssince 2021-Q4 | Increased 57 |
IQVIA HOLDINGS INC | 238,108 | $55.4M | 1.2% | $222.79 | +3.85% | 9 qtrssince 2021-Q4 | Increased 46 |
BOOKING HOLDINGS INC | 14,981 | $53.2M | 1.2% | $94.07 | +47.70% | 9 qtrssince 2021-Q4 | Increased 47 |
ALPHABET INC-CL C | 356,027 | $50.3M | 1.1% | $102.81 | +36.06% | 9 qtrssince 2021-Q4 | Increased 49 |
HOME DEPOT INC | 137,375 | $47.7M | 1.1% | $338.72 | -2.56% | 9 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $4.5B across 250 positions as of Q4 2023. Top holdings: MSFT (8.1%), AAPL (6.3%), GOOGL (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 14 new positions, 19 exits, 100 increased. Top move: BAC (INCREASED, conviction 57). Portfolio: $4.5B across 250 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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