LGT CAPITAL PARTNERS LTD. AMG — AFFILIATED MANAGERS GROUP

Ownership history in LGT CAPITAL PARTNERS LTD.  ·  38 quarters on record

AI Ownership Summary

LGT CAPITAL PARTNERS LTD. reported AFFILIATED MANAGERS GROUP (AMG) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.97% in 2024 Q3. The latest visible filing shows AMG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LGT CAPITAL PARTNERS LTD.'s position in AFFILIATED MANAGERS GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMG stock page LGT CAPITAL PARTNERS LTD. fund profile LGT CAPITAL PARTNERS LTD. full holdings
How LGT CAPITAL PARTNERS LTD. held AMG — position size vs. price
% of Fund (quarterly)    AMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,730 -1,000 -17.5% 0.07% $1.3M 2026-05-11 $301.28
2025 Q4 REDUCED 43.3% -4.0% ✅ 5,730 -4,370 -43.3% 0.08% $1.7M 2026-02-11 $308.07
2025 Q3 REDUCED 83.7% +22.5% ❌ 10,100 -51,715 -83.7% 0.12% $2.4M 2025-11-10 $259.54
2025 Q2 REDUCED 68.6% +21.3% ❌ 61,815 -135,303 -68.6% 0.54% $12.2M 2025-08-08 $211.27
2025 Q1 REDUCED 28.1% +17.1% ❌ 197,118 -76,900 -28.1% 1.47% $33.1M 2025-05-09 $179.13
2024 Q4 REDUCED 13.8% -9.1% ✅ 274,018 -43,912 -13.8% 1.93% $50.7M 2025-02-07 $178.55
2024 Q3 REDUCED — — — 317,930 -12,500 -3.8% 1.97% $56.5M 2024-11-08 $184.89
2024 Q2 REDUCED — — — 330,430 -15,900 -4.6% 1.76% $51.6M 2024-07-12 $166.83
2024 Q1 REDUCED 11.9% -7.5% ✅ 346,330 -47,000 -11.9% 1.81% $58.0M 2024-05-13 $156.56
2023 Q4 ADDED — — — 393,330 +86,670 +28.3% 1.78% $59.6M 2024-01-18 $149.90
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMG

As of 2026 Q1 — sorted by position size

Kiltearn Partners LLP 3Y 7Y 14.53% BRUNI J V & CO /CO 3Y 7Y 7.22% Clarkston Capital Partners, LLC 3Y 7Y 6.62% ARIEL INVESTMENTS, LLC 3Y 7Y 3.3% Channing Capital Management, LLC 3Y 7Y 2.14% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.12% Wallace Capital Management Inc. 3Y 7Y 2.0% Long Road Investment Counsel, LLC 3Y 7Y 1.69% Goodman Financial Corp 3Y 7Y 1.55% CWC Advisors, LLC. 3Y 7Y 1.49%

FAQ About LGT CAPITAL PARTNERS LTD. and AMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LGT CAPITAL PARTNERS LTD. reported owning AMG?

LGT CAPITAL PARTNERS LTD. reported AMG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMG position in LGT CAPITAL PARTNERS LTD.'s portfolio?

The largest reported portfolio weight for AMG was 1.97% in 2024 Q3.

What is the latest reported AMG position on this page?

The most recent filing on this page is 2026 Q1, when LGT CAPITAL PARTNERS LTD. reported 4,730 shares, equal to 0.07% of portfolio, with an estimated market value of $1.3M.

What does the chart on this AMG ownership page compare?

The chart compares LGT CAPITAL PARTNERS LTD.'s quarterly AMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LGT CAPITAL PARTNERS LTD. time their AMG position?

Based on 13F filing dates vs. subsequent AMG price moves, LGT CAPITAL PARTNERS LTD. correctly timed 20 out of 37 reported position changes (54%). The annualised alpha on AMG relative to SPY over the holding period was -5.8%.

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