Ownership history in LGT Group Foundation Β· 16 quarters on record
This page tracks every 13F SEC filing in which LGT Group Foundation reported a position in S&P GLOBAL INC (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LGT Group Foundation underperformed the S&P 500 by β4.2% annually on this SPGI position. Timing score: 53% (8/15 decisions correct). Average cost basis: $505.60. Maximum drawdown during holding period: β25.2%.
β οΈ Trailed SPY by 4.2% ann. on this position.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $325.99 (2022 Q4) Β· Worst: $524.12 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
π LGT Group Foundation has been actively increasing its SPGI allocation β a bullish signal from insiders.
Currently 1.44% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size