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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 8 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ORCL ORACLE CORP Technology 21,169.0 $4.1M 0.07% +611.0 +3.0% $194.91 -2.6%
142 RGA REINSURANCE GRP OF AMERICA I Financial Services 20,223.0 $4.1M 0.07% -835.0 -4.0% $203.46 +5.2%
143 MS MORGAN STANLEY Financial Services 22,961.0 $4.1M 0.07% -3K -10.4% $177.53 +12.9%
144 KO COCA COLA CO Consumer Defensive 56,935.0 $4.0M 0.07% -80K -58.4% $69.92 +16.1%
145 MDT MEDTRONIC PLC Healthcare 40,449.0 $3.9M 0.06% +2K +4.1% $96.15 -18.7%
146 HWM HOWMET AEROSPACE INC Industrials 18,816.0 $3.9M 0.06% +14K +318.1% $205.02 +26.8%
147 DAL DELTA AIR LINES INC DEL Industrials 55,559.0 $3.9M 0.06% NEW $69.40 +9.0%
148 ADBE ADOBE INC Technology 10,881.0 $3.8M 0.06% -2K -14.9% $350.56 -30.4%
149 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 9,138.0 $3.6M 0.06% -384.0 -4.0% $397.65 -24.4%
150 GEV GE VERNOVA INC Utilities 5,538.0 $3.6M 0.06% -3K -34.1% $653.57 +59.7%
151 QCOM QUALCOMM INC Technology 20,876.0 $3.6M 0.06% -2K -8.1% $171.05 +18.4%
152 AER AERCAP HOLDINGS NV Industrials 24,706.0 $3.6M 0.06% +14K +135.7% $143.76 -2.9%
153 USDU WISDOMTREE TR 136,509.0 $3.5M 0.06% +11K +8.6% $25.80 +1.4%
154 SCHW SCHWAB CHARLES CORP Financial Services 35,004.0 $3.5M 0.06% +297.0 +0.9% $99.91 -9.8%
155 RPRX ROYALTY PHARMA PLC Healthcare 90,035.0 $3.5M 0.06% NEW $38.64 +37.3%
156 SYF SYNCHRONY FINANCIAL Financial Services 41,481.0 $3.5M 0.06% -8K -16.9% $83.43 -13.6%
157 VST VISTRA CORP Utilities 21,102.0 $3.4M 0.06% +2K +11.9% $161.33 -10.7%
158 GIS GENERAL MLS INC Consumer Defensive 70,684.0 $3.3M 0.05% +45K +171.7% $46.50 -28.0%
159 NEE NEXTERA ENERGY INC Utilities 39,907.0 $3.2M 0.05% -5K -11.8% $80.28 +11.7%
160 EFA ISHARES TR 33,155.0 $3.2M 0.05% $96.12 +8.4%
Page 8 of 25  ·  500 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%