Lgt Group Foundation has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.53 Billion distributed in 973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $624M, Apple Inc. with a value of $393M, Amazon Com Inc with a value of $357M, Eli Lilly & CO with a value of $357M, and Alphabet Inc. with a value of $306M.

Examining the 13F form we can see an increase of $2.23B in the current position value, from $4.3B to 6.53B.

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

Portfolio value $6.53 Billion
Technology: $2.41 Billion
Healthcare: $929 Million
Financial Services: $856 Million
Consumer Cyclical: $642 Million
Communication Services: $570 Million
Industrials: $373 Million
Consumer Defensive: $315 Million
Energy: $135 Million
Other: $299 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 973
  • Current Value $6.53 Billion
  • Prior Value $4.3 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 33 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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