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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 14 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FTV FORTIVE CORP Technology 27,214.0 $1.3M 0.02% NEW $48.99 +20.5%
262 ON ON SEMICONDUCTOR CORP Technology 27,026.0 $1.3M 0.02% NEW $49.31 +122.3%
263 ED CONSOLIDATED EDISON INC Utilities 13,257.0 $1.3M 0.02% NEW $100.52 +6.8%
264 STT STATE STR CORP Financial Services 11,486.0 $1.3M 0.02% NEW $116.01 +32.8%
265 MET METLIFE INC Financial Services 16,067.0 $1.3M 0.02% NEW $82.37 +2.3%
266 GIS GENERAL MLS INC Consumer Defensive 26,017.0 $1.3M 0.02% NEW $50.42 -33.6%
267 BBY BEST BUY INC Consumer Cyclical 17,226.0 $1.3M 0.02% NEW $75.62 -19.1%
268 EVEREST GROUP LTD 3,715.0 $1.3M 0.02% NEW $350.23
269 REGN REGENERON PHARMACEUTICALS Healthcare 2,303.0 $1.3M 0.02% NEW $562.27 +15.6%
270 TFC TRUIST FINL CORP Financial Services 28,170.0 $1.3M 0.02% NEW $45.72 +5.0%
271 USB US BANCORP DEL Financial Services 26,589.0 $1.3M 0.02% NEW $48.33 +12.8%
272 DVA DAVITA INC Healthcare 9,597.0 $1.3M 0.02% NEW $132.87 +49.5%
273 PHM PULTE GROUP INC Consumer Cyclical 9,631.0 $1.3M 0.02% NEW $132.13 -12.0%
274 BIIB BIOGEN INC Healthcare 9,081.0 $1.3M 0.02% NEW $140.08 +35.3%
275 TGT TARGET CORP Consumer Defensive 14,156.0 $1.3M 0.02% NEW $89.70 +36.4%
276 AKAM AKAMAI TECHNOLOGIES INC Technology 16,760.0 $1.3M 0.02% NEW $75.76 +93.0%
277 C CITIGROUP INC Financial Services 12,500.0 $1.3M 0.02% NEW $101.50 +23.3%
278 AER AERCAP HOLDINGS NV Industrials 10,484.0 $1.3M 0.02% NEW $121.00 +15.3%
279 SE SEA LTD Consumer Cyclical 7,086.0 $1.3M 0.02% NEW $178.73 -51.2%
280 KHC KRAFT HEINZ CO Consumer Defensive 48,609.0 $1.3M 0.02% NEW $26.04 -9.6%
Page 14 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%