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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.2B AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 474 New
Page 13 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,827.0 $1.5M 0.02% NEW $391.64 +9.9%
242 YMM FULL TRUCK ALLIANCE CO LTD Technology 115,000.0 $1.5M 0.02% NEW $12.97 -34.8%
243 TJX TJX COS INC NEW Consumer Cyclical 10,233.0 $1.5M 0.02% NEW $144.54 +10.1%
244 RF REGIONS FINANCIAL CORP NEW Financial Services 56,025.0 $1.5M 0.02% NEW $26.37 +4.4%
245 IWF ISHARES TR 3,127.0 $1.5M 0.02% NEW $466.56 -73.3%
246 XLU SELECT SECTOR SPDR TR 16,240.0 $1.4M 0.02% NEW $87.12 -48.3%
247 TME TENCENT MUSIC ENTMT GROUP Communication Services 60,000.0 $1.4M 0.02% NEW $23.34 -60.8%
248 MOH MOLINA HEALTHCARE INC Healthcare 7,268.0 $1.4M 0.02% NEW $191.36 -5.3%
249 GIB CGI INC Technology 15,565.0 $1.4M 0.02% NEW $89.09 -25.9%
250 SNA SNAP ON INC Industrials 3,979.0 $1.4M 0.02% NEW $346.53 +3.9%
251 IT GARTNER INC Technology 5,236.0 $1.4M 0.02% NEW $262.87 -40.2%
252 BIL SPDR SERIES TRUST 15,000.0 $1.4M 0.02% NEW $91.75 -0.2%
253 HPE HEWLETT PACKARD ENTERPRISE C Technology 55,322.0 $1.4M 0.02% NEW $24.56 +38.3%
254 ENIC ENEL CHILE S.A. Utilities 348,586.0 $1.4M 0.02% NEW $3.89 +12.3%
255 APTIV PLC 15,710.0 $1.4M 0.02% NEW $86.22
256 CAH CARDINAL HEALTH INC Healthcare 8,575.0 $1.3M 0.02% NEW $156.96 +27.8%
257 CYTK CYTOKINETICS INC Healthcare 24,467.0 $1.3M 0.02% NEW $54.96 +42.0%
258 PBR PETROLEO BRASILEIRO SA PETRO Energy 106,000.0 $1.3M 0.02% NEW $12.66 +58.2%
259 L LOEWS CORP Financial Services 13,340.0 $1.3M 0.02% NEW $100.39 +8.8%
260 ETN EATON CORP PLC Industrials 3,571.0 $1.3M 0.02% NEW $374.25 +1.9%
Page 13 of 24  ·  474 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 32.4%
Financial Services 14.3%
Industrials 12.5%
Healthcare 12.1%
Consumer Cyclical 10.9%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 2.2%
Basic Materials 1.8%
Real Estate 1.1%