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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.1B AUM 1,259 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 93 New 163 Added 195 Reduced 67 Exited
Page 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IXC ISHARES TR 22,727.0 $953K 0.01% NEW $41.93 +33.7%
42 JXI ISHARES TR 12,070.0 $949K 0.01% NEW $78.65 +8.8%
43 ZM ZOOM COMMUNICATIONS INC Technology 10,879.0 $939K 0.01% NEW $86.29 +15.2%
44 HIG HARTFORD INSURANCE GROUP INC Financial Services 6,808.0 $938K 0.01% NEW $137.80 -1.3%
45 FISV FISERV INC Technology 13,961.0 $938K 0.01% NEW $67.17 -16.9%
46 OMC OMNICOM GROUP INC Communication Services 11,409.0 $921K 0.01% NEW $80.75 -8.6%
47 PFE PFIZER INC Healthcare 36,951.0 $920K 0.01% NEW $24.90 +4.2%
48 EQH EQUITABLE HLDGS INC Financial Services 18,819.0 $897K 0.01% NEW $47.65 -10.8%
49 CRBG COREBRIDGE FINL INC Financial Services 28,469.0 $859K 0.01% NEW $30.17 -8.4%
50 CF CF INDS HLDGS INC Basic Materials 10,753.0 $832K 0.01% NEW $77.34 +57.3%
51 DHI D R HORTON INC Consumer Cyclical 5,774.0 $832K 0.01% NEW $144.03 +0.1%
52 CDW CDW CORP Technology 5,769.0 $786K 0.01% NEW $136.20 -21.5%
53 CHTR CHARTER COMMUNICATIONS INC N Communication Services 3,732.0 $779K 0.01% NEW $208.75 -28.7%
54 OKTA OKTA INC Technology 8,973.0 $776K 0.01% NEW $86.47 +3.4%
55 NET CLOUDFLARE INC Technology 3,731.0 $736K 0.01% NEW $197.15 +7.9%
56 CYBERARK SOFTWARE LTD 1,600.0 $714K 0.01% NEW $446.06
57 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,463.0 $700K 0.01% NEW $156.80 +32.5%
58 ROL ROLLINS INC Consumer Cyclical 10,781.0 $647K 0.01% NEW $60.02 -11.2%
59 MAA MID-AMER APT CMNTYS INC Real Estate 4,563.0 $634K 0.01% NEW $138.91 -6.4%
60 RVMD REVOLUTION MEDICINES INC Healthcare 7,766.0 $619K 0.01% NEW $79.65 +88.7%
Page 3 of 5  ·  93 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 29.9%
Financial Services 13.6%
Healthcare 13.4%
Industrials 11.6%
Consumer Cyclical 11.0%
Communication Services 8.5%
Consumer Defensive 4.8%
Basic Materials 2.3%
Energy 2.2%
Real Estate 1.5%