LGT Group Foundation
Institutional investor · Portfolio as of Q4 2024
Top Holdings272 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.2M | $519.2M | 8.0% | $365.80 | +15.29% | 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% | $151.38 | +46.19% | 13 qtrssince 2021-Q4 | Increased 62 |
ALPHABET INC-CL A | 1.4M | $268.6M | 4.2% | $131.56 | +44.80% | 13 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & 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% | $113.80 | +20.79% | 13 qtrssince 2021-Q4 | Increased 57 |
BROADCOM INC | 976,365 | $226.4M | 3.5% | $173.17 | +32.20% | 13 qtrssince 2021-Q4 | Increased 70 |
MASTERCARD INC - A | 369,786 | $194.7M | 3.0% | $399.71 | +30.53% | 13 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 896,921 | $177.1M | 2.7% | $165.02 | +19.83% | 13 qtrssince 2021-Q4 | Increased 53 |
ACCENTURE PLC-CL A | 431,862 | $151.9M | 2.4% | $320.90 | +5.90% | 13 qtrssince 2021-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 525,801 | $126M | 2.0% | $142.60 | +63.61% | 13 qtrssince 2021-Q4 | Increased 49 |
BANK OF AMERICA CORP | 2.8M | $121.7M | 1.9% | $35.91 | +18.32% | 13 qtrssince 2021-Q4 | Increased 51 |
BOOKING HOLDINGS INC | 24,465 | $121.6M | 1.9% | $140.77 | +39.47% | 13 qtrssince 2021-Q4 | Increased 70 |
HOME DEPOT INC | 304,507 | $118.5M | 1.8% | $340.70 | +11.52% | 13 qtrssince 2021-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 337,180 | $106.6M | 1.7% | $230.03 | +35.61% | 13 qtrssince 2021-Q4 | Increased 51 |
PROCTER & GAMBLE CO/THE | 561,988 | $94.2M | 1.5% | $151.94 | +5.16% | 13 qtrssince 2021-Q4 | Increased 51 |
UBS GROUP AG- REG | 3M | $92.7M | 1.4% | $28.25 | +4.89% | 13 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 133,707 | $78.3M | 1.2% | $391.20 | +50.66% | 13 qtrssince 2021-Q4 | Increased 48 |
FORTINET INC | 799,230 | $75.5M | 1.2% | $59.87 | +58.90% | 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 Rating: 3.5/5.0.
Active quarter - 18 new positions, 29 exits, 121 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
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