LGT Group Foundation

Q4 2024 13F-HR Holdings

Location
Vaduz, N2
Holdings as of
12/31/2024
Date filed
2/6/2025
Form type
13F-HR
Num holdings
272
Total value ($000)
$6,456,747
Net value change ($000)
+353,558 (5.8%)
New positions
19
Sold out positions
30
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 94,703 71.9%
AMZN 65,919 22.0%
BKNG 61,104 101.1%
BLK 48,444 NEW
OC 39,054 NEW
AAPL 37,623 9.0%
PLD 33,298 NEW
ABNB 29,981 131.9%
NVDA 28,398 13.9%
GOOGL 28,189 11.7%
Top Reduces (Value $000, Stocks/ETFs)
IQV -42,299 -89.8%
MRK -40,845 -49.3%
UBS GROUP AG -40,148 -30.2%
ANET -23,254 -100.0%
AME -21,662 -53.9%
ELV -20,930 -57.1%
MNST -16,642 -97.6%
WAT -15,457 -70.4%
ADBE -14,743 -25.3%
AMAT -13,354 -65.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type