LGT CAPITAL PARTNERS LTD. Diversified Active

Location: Pfaeffikon, Switzerland

CIK: 0001641992 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 8, 2016

Total Value: $444M (100.0% shares, 0.0% debt)

Holdings (55)

ORCL ORACLE CORP 4.7%
Value $21.07M Shares 576,702 Est. Cost $35.04 Unrealized -6.4%
MRK MERCK & CO INC NEW 4.3%
Value $19.16M Shares 362,710 Est. Cost $37.54 Unrealized -2.1%
CL COLGATE PALMOLIVE CO 3.6%
Value $16.16M Shares 242,510 Est. Cost $52.81 Unrealized -0.5%
BIIB BIOGEN INC 3.4%
Value $15.27M Shares 49,830 Est. Cost $299.83 Unrealized -4.2%
MARKET VECTORS ETF TR 3.3%
Value $14.49M Shares 550,000 Est. Cost $30.45 Unrealized
KKR & CO L P DEL 3.1%
Value $13.72M Shares 880,000 Est. Cost $15.59 Unrealized
BROOKFIELD ASSET MGMT INC 3.1%
Value $13.63M Shares 433,410 Est. Cost $32.43 Unrealized
ARCC ARES CAP CORP 3.0%
Value $13.47M Shares 945,000 Est. Cost $5.76 Unrealized 0.0%
BLACKSTONE GROUP L P 3.0%
Value $13.45M Shares 460,000 Est. Cost $29.24 Unrealized
HCP INC 3.0%
Value $13.39M Shares 350,090 Est. Cost $38.37 Unrealized
WELL WELLTOWER INC 3.0%
Value $13.38M Shares 196,655 Est. Cost $44.76 Unrealized -1.0%
WFC WELLS FARGO & CO NEW 2.8%
Value $12.42M Shares 228,480 Est. Cost $39.42 Unrealized +3.6%
SHAW COMMUNICATIONS INC 2.7%
Value $12.13M Shares 707,500 Est. Cost $21.66 Unrealized
MTB M & T BK CORP 2.7%
Value $11.77M Shares 97,120 Est. Cost $89.65 Unrealized +2.2%
GILD GILEAD SCIENCES INC 2.3%
Value $10.25M Shares 101,300 Est. Cost $74.46 Unrealized -2.1%
AWK AMERICAN WTR WKS CO INC NEW 2.3%
Value $10.15M Shares 169,820 Est. Cost $41.11 Unrealized +15.4%
MDLZ MONDELEZ INTL INC 2.3%
Value $10.09M Shares 225,020 Est. Cost $30.19 Unrealized +17.5%
AAPL APPLE INC 2.2%
Value $9.972M Shares 94,740 Est. Cost $19.75 Unrealized +30.3%
RACKSPACE HOSTING INC 2.2%
Value $9.879M Shares 390,180 Est. Cost $25.32 Unrealized
MCD MCDONALDS CORP 2.2%
Value $9.817M Shares 83,100 Est. Cost $73.15 Unrealized +19.3%
PEP PEPSICO INC 2.2%
Value $9.69M Shares 96,978 Est. Cost $62.71 Unrealized +17.2%
UNH UNITEDHEALTH GROUP INC 2.1%
Value $9.522M Shares 80,940 Est. Cost $66.53 Unrealized +49.2%
MSFT MICROSOFT CORP 2.0%
Value $8.941M Shares 161,160 Est. Cost $35.60 Unrealized +29.0%
ISRG INTUITIVE SURGICAL INC 1.8%
Value $7.99M Shares 14,630 Est. Cost $56.16 Unrealized 0.0%
VET VERMILION ENERGY INC 1.7%
Value $7.439M Shares 274,600 Est. Cost $35.09 Unrealized -10.5%
TUPPERWARE BRANDS CORP 1.6%
Value $7.318M Shares 131,500 Est. Cost $55.92 Unrealized
AEM AGNICO EAGLE MINES LTD 1.6%
Value $7.211M Shares 275,000 Est. Cost $21.97 Unrealized +3.3%
NDAQ NASDAQ INC 1.6%
Value $7.087M Shares 121,830 Est. Cost $10.65 Unrealized +51.8%
GOOGL ALPHABET INC 1.5%
Value $6.712M Shares 8,627 Est. Cost $36.73 Unrealized 0.0%
CVS CVS HEALTH CORP 1.5%
Value $6.56M Shares 67,100 Est. Cost $72.61 Unrealized 0.0%
ALV AUTOLIV INC 1.5%
Value $6.479M Shares 51,930 Est. Cost $61.43 Unrealized +12.6%
MMM 3M CO 1.5%
Value $6.462M Shares 42,900 Est. Cost $93.45 Unrealized -1.4%
NEM NEWMONT MINING CORP 1.4%
Value $6.296M Shares 350,000 Est. Cost $14.41 Unrealized 0.0%
EOG EOG RES INC 1.4%
Value $6.268M Shares 88,550 Est. Cost $59.80 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 1.4%
Value $6.166M Shares 85,420 Est. Cost $66.58 Unrealized -4.2%
APOLLO GLOBAL MGMT LLC 1.3%
Value $5.617M Shares 370,000 Est. Cost $15.18 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 1.3%
Value $5.569M Shares 495,000 Est. Cost $4.10 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.2%
Value $5.321M Shares 51,800 Est. Cost $75.68 Unrealized +0.3%
KO COCA COLA CO 1.2%
Value $5.117M Shares 119,110 Est. Cost $29.41 Unrealized +4.9%
EQR EQUITY RESIDENTIAL 1.1%
Value $5.015M Shares 61,460 Est. Cost $35.80 Unrealized +30.7%
EL LAUDER ESTEE COS INC 0.9%
Value $4.112M Shares 46,700 Est. Cost $74.79 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $3.882M Shares 84,000 Est. Cost $26.92 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.9%
Value $3.868M Shares 252,150 Est. Cost $13.11 Unrealized -15.9%
ANGLOGOLD ASHANTI LTD 0.9%
Value $3.834M Shares 540,000 Est. Cost $10.68 Unrealized
MS MORGAN STANLEY 0.8%
Value $3.717M Shares 116,860 Est. Cost $28.23 Unrealized -11.4%
SBS COMPANHIA DE SANEAMENTO BASI 0.8%
Value $3.51M Shares 763,000 Est. Cost $3.88 Unrealized
E M C CORP MASS 0.8%
Value $3.505M Shares 136,500 Est. Cost $25.68 Unrealized
BCE BCE INC 0.8%
Value $3.504M Shares 91,000 Est. Cost $23.42 Unrealized -1.0%
HAS HASBRO INC 0.8%
Value $3.422M Shares 50,800 Est. Cost $41.63 Unrealized +25.8%
HAL HALLIBURTON CO 0.7%
Value $3.148M Shares 92,480 Est. Cost $50.53 Unrealized -38.7%
KMI KINDER MORGAN INC DEL 0.4%
Value $1.984M Shares 133,000 Est. Cost $14.29 Unrealized 0.0%
MARKET VECTORS ETF TR 0.4%
Value $1.948M Shares 142,000 Est. Cost $26.45 Unrealized
COP CONOCOPHILLIPS 0.4%
Value $1.812M Shares 38,800 Est. Cost $47.67 Unrealized -19.5%
CERNER CORP 0.2%
Value $963K Shares 16,000 Est. Cost $60.19 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value $201K Shares 1,800 Est. Cost $103.00 Unrealized