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Home > Institutional Investor > Lgt Group Foundation > Profile

Instuitional Investor - Lgt Group Foundation

Fund Profile
Filing Period:
Fund Name: Lgt Group Foundation
Portfolio Value $4,529,009,697
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 982,228 $368,610,526 8.13%
2.
Apple Inc.
 AAPL 1,480,267 $286,550,086 6.32%
3.
Alphabet Inc.
 GOOG 1,157,320 $162,290,983 3.58%
4.
Amazon Com Inc
 AMZN 964,554 $147,943,292 3.26%
5.
Eli Lilly & Co
 LLY 216,322 $125,650,635 2.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)