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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 9 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FCX FREEPORT-MCMORAN INC Basic Materials 91,379.0 $3.6M 0.06% NEW $39.22 +58.9%
162 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,565.0 $3.6M 0.06% NEW $139.19 -11.0%
163 SYF SYNCHRONY FINANCIAL Financial Services 49,889.0 $3.5M 0.06% NEW $71.05 +1.4%
164 URA GLOBAL X FDS 72,633.0 $3.5M 0.06% NEW $47.67 +2.5%
165 EA ELECTRONIC ARTS INC Communication Services 17,148.0 $3.5M 0.06% NEW $201.70 +0.1%
166 EME EMCOR GROUP INC Industrials 5,305.0 $3.4M 0.06% NEW $649.54 +30.7%
167 NEE NEXTERA ENERGY INC Utilities 45,248.0 $3.4M 0.06% NEW $75.49 +18.8%
168 CMCSA COMCAST CORP NEW Communication Services 108,582.0 $3.4M 0.06% NEW $31.42 -20.2%
169 RMD RESMED INC Healthcare 12,359.0 $3.4M 0.06% NEW $273.73 -23.3%
170 CSCO CISCO SYS INC Technology 49,190.0 $3.4M 0.05% NEW $68.42 +72.8%
171 USDU WISDOMTREE TR 125,706.0 $3.3M 0.05% NEW $26.39 -0.9%
172 SCHW SCHWAB CHARLES CORP Financial Services 34,707.0 $3.3M 0.05% NEW $95.47 -5.6%
173 MRVL MARVELL TECHNOLOGY INC Technology 38,739.0 $3.3M 0.05% NEW $84.07 +126.8%
174 HYG PUT ISHARES TR 40,000.0 $3.2M 0.05% NEW $81.19 -1.6%
175 VLTO VERALTO CORP Industrials 30,303.0 $3.2M 0.05% NEW $106.61 -19.2%
176 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,527.0 $3.2M 0.05% NEW $698.00 -37.9%
177 PAYC PAYCOM SOFTWARE INC Technology 15,018.0 $3.1M 0.05% NEW $208.14 -35.5%
178 EXC EXELON CORP Utilities 68,838.0 $3.1M 0.05% NEW $45.01 +0.8%
179 EFA ISHARES TR 33,155.0 $3.1M 0.05% NEW $93.29 +11.7%
180 LRCX LAM RESEARCH CORP Technology 22,652.0 $3.0M 0.05% NEW $133.90 +125.7%
Page 9 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%