LGT Group Foundation
Institutional investor · Portfolio as of Q4 2024
Top Holdings272 positions
MICROSOFT CORP | 1.2M | $519.2M | 8.0% | $362.15 | +14.81% | 13 qtrssince 2021-Q4 | Increased 62 |
APPLE INC | 1.8M | $453.9M | 7.0% | $182.37 | +36.32% | 13 qtrssince 2021-Q4 | Decreased 0 |
AMAZON COM INC | 1.7M | $366.1M | 5.7% | $171.49 | +27.93% | 13 qtrssince 2021-Q4 | Increased 62 |
ALPHABET INC | 1.4M | $268.6M | 4.2% | $152.16 | +23.69% | 13 qtrssince 2021-Q4 | Decreased 0 |
LILLY ELI & CO | 347,040 | $267.9M | 4.1% | $683.56 | +11.56% | 13 qtrssince 2021-Q4 | Increased 65 |
NVIDIA CORP | 1.7M | $232.7M | 3.6% | $36.94 | +262.58% | 13 qtrssince 2021-Q4 | Increased 57 |
BROADCOM INC | 976,365 | $226.4M | 3.5% | $99.09 | +130.59% | 13 qtrssince 2021-Q4 | Increased 70 |
MASTERCARD INC | 369,786 | $194.7M | 3.0% | $397.85 | +30.96% | 13 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 896,921 | $177.1M | 2.7% | $165.02 | +19.83% | 13 qtrssince 2021-Q4 | Increased 53 |
ACCENTURE PLC IRELAND | 431,862 | $151.9M | 2.4% | $320.90 | +5.90% | 13 qtrssince 2021-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 525,801 | $126M | 2.0% | $140.96 | +64.20% | 13 qtrssince 2021-Q4 | Increased 49 |
BK OF AMERICA CORP | 2.8M | $121.7M | 1.9% | $35.73 | +18.32% | 13 qtrssince 2021-Q4 | Increased 51 |
BOOKING HLDGS INC | 24,465 | $121.6M | 1.9% | $140.43 | +39.47% | 13 qtrssince 2021-Q4 | Increased 70 |
HOME DEPOT INC | 304,507 | $118.5M | 1.8% | $334.48 | +11.06% | 13 qtrssince 2021-Q4 | Increased 50 |
VISA INC | 337,180 | $106.6M | 1.7% | $230.03 | +35.61% | 13 qtrssince 2021-Q4 | Increased 51 |
PROCTER & GAMBLE CO | 561,988 | $94.2M | 1.5% | $151.94 | +5.16% | 13 qtrssince 2021-Q4 | Increased 51 |
UBS GROUP AG | 3M | $92.7M | 1.4% | $27.52 | +4.02% | 13 qtrssince 2021-Q4 | Decreased 0 |
FACEBOOK INC | 133,707 | $78.3M | 1.2% | $386.24 | +50.73% | 13 qtrssince 2021-Q4 | Increased 48 |
FORTINET INC | 799,230 | $75.5M | 1.2% | $59.87 | +57.81% | 6 qtrssince 2023-Q3 | Decreased 0 |
CRH PLC | 795,108 | $73.6M | 1.1% | $73.20 | +24.03% | 6 qtrssince 2023-Q3 | Increased 48 |
LGT Group Foundation manages $6.5B across 272 positions as of Q4 2024. Top holdings: MSFT (8.0%), AAPL (7.0%), AMZN (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 19 new positions, 30 exits, 120 increased. Top move: AVGO (INCREASED, conviction 70). Portfolio: $6.5B across 272 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
Verify source filings on SEC EDGAR