Lgt Group Foundation Portfolio Holdings

Lgt Group Foundation

  • $6.3 Billion
  • Q4 2024

Lgt Group Foundation has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.3 Billion distributed in 1005 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $519M, Apple Inc. with a value of $454M, Amazon Com Inc with a value of $366M, Alphabet Inc. with a value of $269M, and Eli Lilly & CO with a value of $268M.

Examining the 13F form we can see an increase of $233M in the current position value, from $6.07B to 6.3B.

Below you can find more details about Lgt Group Foundation portfolio as well as his latest detailed transactions.

Portfolio value $6.3 Billion
Technology: $2.4 Billion
Financial Services: $925 Million
Consumer Cyclical: $773 Million
Healthcare: $690 Million
Communication Services: $555 Million
Industrials: $322 Million
Consumer Defensive: $225 Million
Energy: $140 Million
Other: $269 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.1B
$8.4 Million 0.13% of portfolio
68,500
Q4 2024 Reduced 29.63%
$100B
$7.35 Million 0.12% of portfolio
87,356
Q4 2024 Added 4.32%
$224B
$7.48 Million 0.12% of portfolio
44,843
Q4 2024 Reduced 9.85%
$87.9B
$7.81 Million 0.12% of portfolio
42,608
Q4 2024 Added 16.92%
$19.9B
$7.29 Million 0.12% of portfolio
84,513
Q4 2024 Added 2.68%
$3.79B
$7.59 Million 0.12% of portfolio
101,563
Q4 2024 Added 3.22%
$106B
$7.3 Million 0.12% of portfolio
11,582
Q4 2024 Added 5.62%
$155B
$7.07 Million 0.11% of portfolio
43,501
Q4 2024 Reduced 57.17%
$47.2B
$6.65 Million 0.11% of portfolio
61,745
Q4 2024 Added 47.74%
$41.5B
$6.9 Million 0.11% of portfolio
48,283
Q4 2024 Added 5.49%
$17.9B
$7.07 Million 0.11% of portfolio
40,100
Q4 2024 Added 77.65%
$87.9B
$6.07 Million 0.1% of portfolio
9,540
Q4 2024 Reduced 32.12%
$86.5B
$6.29 Million 0.1% of portfolio
83,167
Q4 2024 Reduced 0.15%
$23.6B
$6.31 Million 0.1% of portfolio
54,408
Q4 2024 Added 0.69%
$24.5B
$6.5 Million 0.1% of portfolio
17,534
Q4 2024 Reduced 71.65%
$29.9B
$5.53 Million 0.09% of portfolio
98,309
Q4 2024 Added 1.8%
$46.3B
$5.68 Million 0.09% of portfolio
9,459
Q4 2024 Added 3.15%
$20.6B
$5.83 Million 0.09% of portfolio
94,871
Q4 2024 Added 5.99%
$69.8B
$5.79 Million 0.09% of portfolio
28,771
Q4 2024 Added 2.51%
$237B
$5.74 Million 0.09% of portfolio
19,353
Q4 2024 Added 3.0%
$92.4B
$5.56 Million 0.09% of portfolio
18,526
Q4 2024 Added 1.71%
$35.6B
$5.68 Million 0.09% of portfolio
152,519
Q4 2024 Reduced 4.59%
$110B
$5.8 Million 0.09% of portfolio
17,901
Q4 2024 Reduced 61.79%
$148B
$5.59 Million 0.09% of portfolio
92,600
Q4 2024 New
$27.6B
$5.52 Million 0.09% of portfolio
47,901
Q4 2024 Added 3.41%
$275B
$5.32 Million 0.08% of portfolio
58,857
Q4 2024 Added 2.25%
$148B
$5.04 Million 0.08% of portfolio
14,011
Q4 2024 Added 11.53%
$38.7B
$4.8 Million 0.08% of portfolio
24,415
Q4 2024 Reduced 87.99%
$151B
$4.95 Million 0.08% of portfolio
66,835
Q4 2024 Reduced 0.18%
$326B
$5.14 Million 0.08% of portfolio
15,388
Q4 2024 Reduced 6.59%
$70.5B
$4.75 Million 0.08% of portfolio
20,286
Q4 2024 Reduced 6.04%
$43.5B
$4.33 Million 0.07% of portfolio
58,521
Q4 2024 Added 29.61%
$58.9B
$4.55 Million 0.07% of portfolio
29,470
Q4 2024 Reduced 38.5%
$120B
$4.1 Million 0.07% of portfolio
9,175
Q4 2024 Added 119.39%
$224B
$4.66 Million 0.07% of portfolio
8,145
Q4 2024 Added 10.29%
$145B
$4.37 Million 0.07% of portfolio
36,210
Q4 2024 Reduced 24.2%
$157B
$4.5 Million 0.07% of portfolio
17,277
Q4 2024 Reduced 25.81%
$37B
$4.28 Million 0.07% of portfolio
6,148
Q4 2024 Added 5.93%
$306B
$3.54 Million 0.06% of portfolio
16,037
Q4 2024 Reduced 3.88%
$40.7B
$4.07 Million 0.06% of portfolio
52,702
Q4 2024 Reduced 3.3%
$32.7B
$3.84 Million 0.06% of portfolio
44,262
Q4 2024 Added 5.93%
$65B
$3.64 Million 0.06% of portfolio
1,138
Q4 2024 Added 1.79%
$11.3B
$3.54 Million 0.06% of portfolio
27,109
Q4 2024 Reduced 7.41%
$175B
$3.42 Million 0.05% of portfolio
150,350
Q4 2024 Reduced 27.61%
$11.3B
$3.33 Million 0.05% of portfolio
48,908
Q4 2024 Reduced 42.44%
$2.7B
$2.99 Million 0.05% of portfolio
19,432
Q4 2024 Added 4.89%
$53B
$3.44 Million 0.05% of portfolio
31,446
Q4 2024 Reduced 42.58%
$80B
$3.2 Million 0.05% of portfolio
6,929
Q4 2024 Reduced 10.3%
$8.64B
$3.32 Million 0.05% of portfolio
48,288
Q4 2024 Reduced 39.48%

Summary

  • Portfolio
  • No. of Stocks 1,005
  • Current Value $6.3 Billion
  • Prior Value $6.07 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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