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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 14 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTRS NORTHERN TR CORP Financial Services 20,652.0 $2.0M 0.03% +3K +20.2% $98.82 +84.7%
262 ZTS ZOETIS INC Healthcare 27,063.0 $2.0M 0.03% -121K -81.7% $75.05 +0.0%
263 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,195.0 $2.0M 0.03% +1K +39.8% $482.43 +12.0%
264 CBOE CBOE GLOBAL MKTS INC Financial Services 7,910.0 $2.0M 0.03% NEW $255.36 +15.2%
265 BE BLOOM ENERGY CORP Industrials 6,569.0 $2.0M 0.03% NEW $302.72 -33.1%
266 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 107,839.0 $2.0M 0.03% +20K +22.2% $18.37 +33.4%
267 WELL WELLTOWER INC Real Estate 9,009.0 $2.0M 0.03% -7K -43.1% $218.70 +8.6%
268 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,114.0 $2.0M 0.03% +77.0 +1.9% $476.59 +11.9%
269 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,450.0 $2.0M 0.03% NEW $358.93 -1.4%
270 CFG CITIZENS FINL GROUP INC Financial Services 29,010.0 $2.0M 0.03% +22K +295.2% $67.39 +3.4%
271 GRAB GRAB HOLDINGS LIMITED Technology 517,110.0 $2.0M 0.03% +394K +321.3% $3.77 -6.9%
272 BSV VANGUARD BD INDEX FDS 25,000.0 $1.9M 0.03% $77.91 -0.4%
273 BIL SPDR SERIES TRUST 21,148.0 $1.9M 0.03% +6K +41.0% $91.65 -0.1%
274 ABNB AIRBNB INC Consumer Cyclical 13,756.0 $1.9M 0.03% +7K +94.9% $140.46 +31.7%
275 VEA VANGUARD TAX-MANAGED FDS 30,000.0 $1.9M 0.03% NEW $64.08 +13.7%
276 XLE SELECT SECTOR SPDR TR 33,305.0 $1.9M 0.03% +24K +264.0% $57.69 +10.5%
277 ILF ISHARES TR 53,945.0 $1.9M 0.03% +27K +98.0% $35.52 -5.1%
278 PDD PDD HOLDINGS INC Consumer Cyclical 24,963.0 $1.9M 0.03% NEW $76.30 +17.3%
279 AGI ALAMOS GOLD INC Basic Materials 62,448.0 $1.9M 0.03% -4K -5.4% $30.34 +20.9%
280 CMCSA COMCAST CORP NEW Communication Services 67,796.0 $1.8M 0.03% +7K +11.8% $27.12 -2.6%
Page 14 of 40  ·  799 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%