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
$74.2B
$8.4 Million 0.13% of portfolio
68,500
Q4 2024 Reduced 29.63%
$96.1B
$7.35 Million 0.12% of portfolio
87,356
Q4 2024 Added 4.32%
$218B
$7.48 Million 0.12% of portfolio
44,843
Q4 2024 Reduced 9.85%
$100B
$7.81 Million 0.12% of portfolio
42,608
Q4 2024 Added 16.92%
$17.5B
$7.29 Million 0.12% of portfolio
84,513
Q4 2024 Added 2.68%
$3.67B
$7.59 Million 0.12% of portfolio
101,563
Q4 2024 Added 3.22%
$95.5B
$7.3 Million 0.12% of portfolio
11,582
Q4 2024 Added 5.62%
$125B
$7.07 Million 0.11% of portfolio
43,501
Q4 2024 Reduced 57.17%
$32.5B
$6.65 Million 0.11% of portfolio
61,745
Q4 2024 Added 47.74%
$29.4B
$6.9 Million 0.11% of portfolio
48,283
Q4 2024 Added 5.49%
$13.6B
$7.07 Million 0.11% of portfolio
40,100
Q4 2024 Added 77.65%
$77.3B
$6.07 Million 0.1% of portfolio
9,540
Q4 2024 Reduced 32.12%
$79.7B
$6.29 Million 0.1% of portfolio
83,167
Q4 2024 Reduced 0.15%
$21.5B
$6.31 Million 0.1% of portfolio
54,408
Q4 2024 Added 0.69%
$21.7B
$6.5 Million 0.1% of portfolio
17,534
Q4 2024 Reduced 71.65%
$34.7B
$5.53 Million 0.09% of portfolio
98,309
Q4 2024 Added 1.8%
$44.7B
$5.68 Million 0.09% of portfolio
9,459
Q4 2024 Added 3.15%
$13.8B
$5.83 Million 0.09% of portfolio
94,871
Q4 2024 Added 5.99%
$75.4B
$5.79 Million 0.09% of portfolio
28,771
Q4 2024 Added 2.51%
$198B
$5.74 Million 0.09% of portfolio
19,353
Q4 2024 Added 3.0%
$98.2B
$5.56 Million 0.09% of portfolio
18,526
Q4 2024 Added 1.71%
$38.2B
$5.68 Million 0.09% of portfolio
152,519
Q4 2024 Reduced 4.59%
$79.5B
$5.8 Million 0.09% of portfolio
17,901
Q4 2024 Reduced 61.79%
$144B
$5.59 Million 0.09% of portfolio
92,600
Q4 2024 New
$23.9B
$5.52 Million 0.09% of portfolio
47,901
Q4 2024 Added 3.41%
$231B
$5.32 Million 0.08% of portfolio
58,857
Q4 2024 Added 2.25%
$138B
$5.04 Million 0.08% of portfolio
14,011
Q4 2024 Added 11.53%
$32.9B
$4.8 Million 0.08% of portfolio
24,415
Q4 2024 Reduced 87.99%
$141B
$4.95 Million 0.08% of portfolio
66,835
Q4 2024 Reduced 0.18%
$270B
$5.14 Million 0.08% of portfolio
15,388
Q4 2024 Reduced 6.59%
$71.1B
$4.75 Million 0.08% of portfolio
20,286
Q4 2024 Reduced 6.04%
$43.8B
$4.33 Million 0.07% of portfolio
58,521
Q4 2024 Added 29.61%
$48.2B
$4.55 Million 0.07% of portfolio
29,470
Q4 2024 Reduced 38.5%
$108B
$4.1 Million 0.07% of portfolio
9,175
Q4 2024 Added 119.39%
$185B
$4.66 Million 0.07% of portfolio
8,145
Q4 2024 Added 10.29%
$137B
$4.37 Million 0.07% of portfolio
36,210
Q4 2024 Reduced 24.2%
$164B
$4.5 Million 0.07% of portfolio
17,277
Q4 2024 Reduced 25.81%
$28B
$4.28 Million 0.07% of portfolio
6,148
Q4 2024 Added 5.93%
$330B
$3.54 Million 0.06% of portfolio
16,037
Q4 2024 Reduced 3.88%
$36.8B
$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%
$71.6B
$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%
$201B
$3.42 Million 0.05% of portfolio
150,350
Q4 2024 Reduced 27.61%
$8.81B
$3.33 Million 0.05% of portfolio
48,908
Q4 2024 Reduced 42.44%
$2.57B
$2.99 Million 0.05% of portfolio
19,432
Q4 2024 Added 4.89%
$53.9B
$3.44 Million 0.05% of portfolio
31,446
Q4 2024 Reduced 42.58%
$72.3B
$3.2 Million 0.05% of portfolio
6,929
Q4 2024 Reduced 10.3%
$8.38B
$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
Track This Portfolio

Track Lgt Group Foundation Portfolio

Follow Lgt Group Foundation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Group Foundation, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Group Foundation with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email