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 3 of 3 · 44 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	WISE	THEMES ETF TR	—	5,200	$203K	0.00%	SOLD
42	KBH	KB HOME	Consumer Cyclical	3,553	$200K	0.00%	SOLD
43	INFY	INFOSYS LTD	Technology	10,470	$183K	0.00%	SOLD
44	—	DIREXION SHS ETF TR	—	30,000	$94K	0.00%	SOLD

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Sector Allocation

Technology 34.0%

Financial Services 12.3%

Healthcare 12.2%

Industrials 11.3%

Consumer Cyclical 9.4%

Communication Services 8.2%

Consumer Defensive 4.8%

Basic Materials 2.8%

Energy 1.9%

Utilities 1.6%