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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $7.0B AUM 1,701 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 343 New 270 Added 150 Reduced 44 Exited
Page 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NTRS NORTHERN TR CORP Financial Services 20,652.0 $2.0M 0.03% +3K +20.2% $98.82 +84.7%
162 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,195.0 $2.0M 0.03% +1K +39.8% $482.43 +12.0%
163 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 107,839.0 $2.0M 0.03% +20K +22.2% $18.37 +33.4%
164 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,114.0 $2.0M 0.03% +77.0 +1.9% $476.59 +11.9%
165 CFG CITIZENS FINL GROUP INC Financial Services 29,010.0 $2.0M 0.03% +22K +295.2% $67.39 +3.4%
166 GRAB GRAB HOLDINGS LIMITED Technology 517,110.0 $2.0M 0.03% +394K +321.3% $3.77 -6.9%
167 BIL SPDR SERIES TRUST 21,148.0 $1.9M 0.03% +6K +41.0% $91.65 -0.1%
168 ABNB AIRBNB INC Consumer Cyclical 13,756.0 $1.9M 0.03% +7K +94.9% $140.46 +31.7%
169 XLE SELECT SECTOR SPDR TR 33,305.0 $1.9M 0.03% +24K +264.0% $57.69 +10.5%
170 ILF ISHARES TR 53,945.0 $1.9M 0.03% +27K +98.0% $35.52 -5.1%
171 CMCSA COMCAST CORP NEW Communication Services 67,796.0 $1.8M 0.03% +7K +11.8% $27.12 -2.6%
172 EOG EOG RES INC Energy 13,222.0 $1.8M 0.03% +4K +44.9% $137.59 +10.6%
173 FISV FISERV INC Technology 36,059.0 $1.8M 0.03% +22K +158.3% $49.91 +2.9%
174 SPG SIMON PPTY GROUP INC NEW Real Estate 9,418.0 $1.8M 0.03% +4K +73.6% $190.07 +15.7%
175 AA ALCOA CORP Basic Materials 28,468.0 $1.8M 0.03% +7K +33.0% $62.38 -19.0%
176 MP MP MATERIALS CORP Basic Materials 32,468.0 $1.7M 0.03% +21K +187.3% $53.32 +3.2%
177 IXC ISHARES TR 29,621.0 $1.7M 0.02% +7K +30.3% $57.61 +1.7%
178 XLU SELECT SECTOR SPDR TR 36,759.0 $1.7M 0.02% +2K +5.1% $45.96 -4.8%
179 GM GENERAL MTRS CO Consumer Cyclical 21,900.0 $1.7M 0.02% +169.0 +0.8% $75.40 +14.3%
180 NET CLOUDFLARE INC Technology 6,674.0 $1.6M 0.02% +3K +78.9% $245.35 +13.7%
Page 9 of 14  ·  270 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 12.2%
Healthcare 12.1%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 8.9%
Consumer Defensive 4.7%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%