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
$159B
$26 Million 0.41% of portfolio
108,682
Q4 2024 Added 38.45%
$493B
$24.8 Million 0.39% of portfolio
230,646
Q4 2024 Added 16.83%
$141B
$24.3 Million 0.39% of portfolio
916,746
Q4 2024 Added 19.77%
$75.7B
$22.7 Million 0.36% of portfolio
24,028
Q4 2024 Added 2.17%
$254B
$20.9 Million 0.33% of portfolio
352,284
Q4 2024 Reduced 9.24%
$9.49B
$20 Million 0.32% of portfolio
289,568
Q4 2024 Added 9.02%
$61.8B
$20.1 Million 0.32% of portfolio
38,592
Q4 2024 Added 27.38%
$153B
$19.6 Million 0.31% of portfolio
85,214
Q4 2024 Added 3.42%
$29.6B
$19.6 Million 0.31% of portfolio
76,928
Q4 2024 Added 1,617.53%
$90.9B
$18.8 Million 0.3% of portfolio
314,345
Q4 2024 Added 3.5%
$40.6B
$18.5 Million 0.29% of portfolio
102,700
Q4 2024 Reduced 57.0%
$224B
$18.5 Million 0.29% of portfolio
84,257
Q4 2024 Reduced 27.9%
$142B
$16.9 Million 0.27% of portfolio
240,188
Q4 2024 Added 1.55%
$329B
$16 Million 0.25% of portfolio
110,657
Q4 2024 Added 6.52%
$412B
$15.7 Million 0.25% of portfolio
17,170
Q4 2024 Reduced 5.65%
$76.8B
$15.6 Million 0.25% of portfolio
171,964
Q4 2024 Reduced 3.12%
$485B
$14.9 Million 0.24% of portfolio
29,488
Q4 2024 Added 59.72%
$39.8B
$14.3 Million 0.23% of portfolio
300,113
Q4 2024 Added 4.05%
$81.6B
$14.3 Million 0.23% of portfolio
38,814
Q4 2024 Reduced 15.84%
$67.2B
$14.2 Million 0.23% of portfolio
114,807
Q4 2024 Reduced 0.42%
$20.2B
$14.6 Million 0.23% of portfolio
125,410
Q4 2024 Added 1.52%
$79.8B
$13.7 Million 0.22% of portfolio
40,042
Q4 2024 Added 4.05%
$178B
$14.1 Million 0.22% of portfolio
116,387
Q4 2024 Added 7.22%
$398B
$13.1 Million 0.21% of portfolio
78,705
Q4 2024 Added 2.22%
$76.2B
$13.5 Million 0.21% of portfolio
82,702
Q4 2024 Added 14.31%
$17B
$13.2 Million 0.21% of portfolio
27,946
Q4 2024 Added 11.84%
$186B
$12.9 Million 0.2% of portfolio
321,382
Q4 2024 Added 3.59%
$68.8B
$12.7 Million 0.2% of portfolio
165,459
Q4 2024 Reduced 22.28%
$45.8B
$12.7 Million 0.2% of portfolio
46,070
Q4 2024 Added 16.12%
$432B
$12.5 Million 0.2% of portfolio
14,050
Q4 2024 Added 12.62%
$56.9B
$12.4 Million 0.2% of portfolio
112,670
Q4 2024 Reduced 6.07%
$205B
$12.4 Million 0.2% of portfolio
81,334
Q4 2024 Reduced 29.22%
$55.1B
$12.1 Million 0.19% of portfolio
70,408
Q4 2024 Reduced 0.01%
$147B
$11.4 Million 0.18% of portfolio
127,750
Q4 2024 Reduced 26.04%
$90.1B
$11.1 Million 0.18% of portfolio
260,660
Q4 2024 Added 0.48%
$32.7B
$10.9 Million 0.17% of portfolio
152,298
Q4 2024 Added 7.16%
$74.7B
$10.2 Million 0.16% of portfolio
73,196
Q4 2024 Added 0.05%
$69.4B
$10.4 Million 0.16% of portfolio
82,318
Q4 2024 Reduced 0.12%
$86.1B
$9.28 Million 0.15% of portfolio
19,598
Q4 2024 Reduced 14.87%
$47.7B
$9.67 Million 0.15% of portfolio
123,595
Q4 2024 Added 10.33%
$67.8B
$9 Million 0.14% of portfolio
88,693
Q4 2024 Added 2.31%
$231B
$8.66 Million 0.14% of portfolio
29,879
Q4 2024 Added 484.49%
$1.39B
$8.91 Million 0.14% of portfolio
147,835
Q4 2024 Reduced 1.3%
$178B
$8.27 Million 0.13% of portfolio
53,815
Q4 2024 Added 21.97%
$59.3B
$8.05 Million 0.13% of portfolio
211,355
Q4 2024 Added 11.72%
$0
$8.4 Million 0.13% of portfolio
383,610
Q4 2024 New
$34.9B
$8.21 Million 0.13% of portfolio
153,649
Q4 2024 Reduced 1.29%
$68.8B
$8.35 Million 0.13% of portfolio
17,205
Q4 2024 Added 3.34%
$184B
$8.33 Million 0.13% of portfolio
74,847
Q4 2024 Reduced 1.48%

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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