LGT CAPITAL PARTNERS LTD. Diversified Active

Location: Pfaeffikon, Switzerland

CIK: 0001641992 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 13, 2017

Total Value: $735M (99.7% shares, 0.3% debt)

Holdings (67)

BIIB BIOGEN INC 3.7%
Value $27.52M Shares 97,031 Est. Cost $286.48 Unrealized +3.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.5%
Value $25.71M Shares 458,916 Est. Cost $50.32 Unrealized -5.7%
AAPL APPLE INC 3.3%
Value $24.56M Shares 212,040 Est. Cost $22.60 Unrealized +15.4%
GOOGL ALPHABET INC 3.3%
Value $24.02M Shares 30,308 Est. Cost $37.42 Unrealized +6.0%
INDA ISHARES TR 3.1%
Value $22.92M Shares 855,000 Est. Cost $29.43 Unrealized
INDEXIQ ETF TR 2.9%
Value $21.34M Shares 850,000 Est. Cost $24.55 Unrealized
ISRG INTUITIVE SURGICAL INC 2.9%
Value $21.23M Shares 33,471 Est. Cost $68.00 Unrealized +8.1%
MRK MERCK & CO INC 2.8%
Value $20.5M Shares 348,190 Est. Cost $37.67 Unrealized +17.0%
EL LAUDER ESTEE COS INC 2.7%
Value $19.5M Shares 254,953 Est. Cost $75.29 Unrealized -3.9%
ARCC ARES CAP CORP 2.6%
Value $19.29M Shares 1,170,000 Est. Cost $6.04 Unrealized +9.7%
DELL TECHNOLOGIES INC 2.6%
Value $19.13M Shares 348,086 Est. Cost $53.04 Unrealized
GILD GILEAD SCIENCES INC 2.5%
Value $18.62M Shares 260,055 Est. Cost $65.18 Unrealized -18.4%
HCP INC 2.4%
Value $17.91M Shares 602,472 Est. Cost $36.37 Unrealized
AMG AFFILIATED MANAGERS GROUP 2.4%
Value $17.39M Shares 119,647 Est. Cost $140.58 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 2.3%
Value $16.96M Shares 382,685 Est. Cost $31.76 Unrealized +9.4%
AWK AMERICAN WTR WKS CO INC NEW 2.3%
Value $16.58M Shares 229,180 Est. Cost $46.69 Unrealized +30.1%
MSFT MICROSOFT CORP 2.3%
Value $16.55M Shares 266,420 Est. Cost $40.85 Unrealized +32.0%
PEP PEPSICO INC 2.0%
Value $14.98M Shares 143,148 Est. Cost $68.66 Unrealized +15.6%
BROOKFIELD ASSET MGMT INC 2.0%
Value $14.79M Shares 447,670 Est. Cost $32.54 Unrealized
CL COLGATE PALMOLIVE CO 1.9%
Value $13.98M Shares 213,680 Est. Cost $52.93 Unrealized +4.6%
WELL WELLTOWER INC 1.8%
Value $13.42M Shares 200,475 Est. Cost $46.38 Unrealized +1.9%
COF CAPITAL ONE FINL CORP 1.8%
Value $13.15M Shares 150,733 Est. Cost $60.89 Unrealized +12.9%
WFC WELLS FARGO & CO NEW 1.8%
Value $13.09M Shares 237,510 Est. Cost $38.21 Unrealized +2.1%
ORCL ORACLE CORP 1.6%
Value $11.96M Shares 311,100 Est. Cost $34.21 Unrealized -0.2%
UNH UNITEDHEALTH GROUP INC 1.6%
Value $11.75M Shares 73,420 Est. Cost $75.57 Unrealized +70.9%
COP CONOCOPHILLIPS 1.6%
Value $11.43M Shares 228,000 Est. Cost $31.13 Unrealized +11.7%
TIFFANY & CO NEW 1.5%
Value $11.38M Shares 146,920 Est. Cost $70.96 Unrealized
VLO VALERO ENERGY CORP NEW 1.5%
Value $11.37M Shares 166,424 Est. Cost $42.78 Unrealized 0.0%
MTB M & T BK CORP 1.5%
Value $10.96M Shares 70,060 Est. Cost $87.36 Unrealized +19.1%
CERNER CORP 1.5%
Value $10.89M Shares 230,000 Est. Cost $51.06 Unrealized
UPS UNITED PARCEL SERVICE INC 1.5%
Value $10.72M Shares 93,540 Est. Cost $76.07 Unrealized +5.5%
CELGENE CORP 1.4%
Value $10.65M Shares 92,000 Est. Cost $107.66 Unrealized
MS MORGAN STANLEY 1.4%
Value $10.54M Shares 249,420 Est. Cost $22.50 Unrealized +29.5%
MD MEDNAX INC 1.4%
Value $10.38M Shares 155,740 Est. Cost $68.04 Unrealized -4.4%
MMM 3M CO 1.4%
Value $10.31M Shares 57,727 Est. Cost $96.53 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value $10.3M Shares 193,000 Est. Cost $29.32 Unrealized +5.7%
VET VERMILION ENERGY INC 1.3%
Value $9.755M Shares 231,606 Est. Cost $33.43 Unrealized +22.1%
TGNA TEGNA INC 1.3%
Value $9.626M Shares 450,000 Est. Cost $14.06 Unrealized -3.2%
EOG EOG RES INC 1.2%
Value $9.057M Shares 89,580 Est. Cost $60.17 Unrealized +20.3%
WHOLE FOODS MKT INC 1.2%
Value $8.459M Shares 275,000 Est. Cost $29.42 Unrealized
KO COCA COLA CO 1.1%
Value $8.327M Shares 200,850 Est. Cost $30.73 Unrealized +1.6%
NDAQ NASDAQ INC 1.1%
Value $8.158M Shares 121,550 Est. Cost $12.84 Unrealized +48.4%
MCD MCDONALDS CORP 1.0%
Value $7.042M Shares 57,850 Est. Cost $83.33 Unrealized +13.2%
JNJ JOHNSON & JOHNSON 0.9%
Value $6.774M Shares 58,800 Est. Cost $78.67 Unrealized +14.0%
HST HOST HOTELS & RESORTS INC 0.9%
Value $6.677M Shares 354,410 Est. Cost $12.18 Unrealized -3.1%
HAS HASBRO INC 0.9%
Value $6.635M Shares 85,300 Est. Cost $52.25 Unrealized +15.8%
EQR EQUITY RESIDENTIAL 0.8%
Value $6.093M Shares 94,670 Est. Cost $39.60 Unrealized +11.2%
PFLT PENNANTPARK FLOATING RATE CA 0.8%
Value $6.067M Shares 430,000 Est. Cost $4.23 Unrealized +23.1%
PSA PUBLIC STORAGE 0.8%
Value $5.929M Shares 26,530 Est. Cost $146.80 Unrealized 0.0%
ANGLOGOLD ASHANTI LTD 0.8%
Value $5.886M Shares 560,000 Est. Cost $10.51 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.8%
Value $5.86M Shares 690,000 Est. Cost $5.39 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.8%
Value $5.73M Shares 58,310 Est. Cost $68.93 Unrealized -1.9%
SBUX STARBUCKS CORP 0.7%
Value $5.485M Shares 98,800 Est. Cost $45.58 Unrealized 0.0%
INFY INFOSYS LTD 0.7%
Value $5.383M Shares 363,000 Est. Cost $14.83 Unrealized
TRIANGLE CAP CORP 0.7%
Value $5.044M Shares 275,000 Est. Cost $18.87 Unrealized
HARMAN INTL INDS INC 0.6%
Value $4.526M Shares 40,716 Est. Cost $84.45 Unrealized
STERICYCLE INC 0.5%
Value $3.852M Shares 50,000 Est. Cost $78.78 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.5%
Value $3.334M Shares 50,000 Est. Cost $53.52 Unrealized +19.0%
LII LENNOX INTL INC 0.4%
Value $2.91M Shares 19,000 Est. Cost $136.91 Unrealized 0.0%
FCN FTI CONSULTING INC 0.4%
Value $2.705M Shares 60,000 Est. Cost $35.55 Unrealized +22.3%
DXJ WISDOMTREE TR 0.3%
Value $2.527M Shares 51,000 Est. Cost $43.71 Unrealized
TUPPERWARE BRANDS CORP 0.3%
Value $2.473M Shares 47,000 Est. Cost $56.17 Unrealized
ING GROEP N V 0.3%
Value $2.43M Shares 2,500,000 Est. Cost $0.97 Unrealized
MAS MASCO CORP 0.1%
Value $823K Shares 26,030 Est. Cost $29.60 Unrealized -5.6%
PCAR PACCAR INC 0.1%
Value $728K Shares 11,390 Est. Cost $26.73 Unrealized +6.3%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $728K Shares 4,100 Est. Cost $128.06 Unrealized -10.4%
POWERSHARES QQQ TRUST 0.0%
Value $213K Shares 1,800 Est. Cost $118.89 Unrealized