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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 15 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FNV FRANCO NEV CORP Basic Materials 5,123.0 $1.1M 0.02% NEW $207.28 +9.0%
282 APH AMPHENOL CORP NEW Technology 7,846.0 $1.1M 0.02% -8K -50.5% $135.14 -7.6%
283 EBAY EBAY INC. Consumer Cyclical 12,149.0 $1.1M 0.02% NEW $87.10 +34.5%
284 TFC TRUIST FINL CORP Financial Services 21,394.0 $1.1M 0.02% -7K -24.1% $49.21 -2.5%
285 UAL UNITED AIRLS HLDGS INC Industrials 9,351.0 $1.0M 0.02% NEW $111.82 -12.3%
286 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,786.0 $1.0M 0.02% -12K -75.3% $275.39 +172.7%
287 PRU PRUDENTIAL FINL INC Financial Services 9,193.0 $1.0M 0.02% -3K -23.9% $112.88 -8.6%
288 MDB MONGODB INC Technology 2,470.0 $1.0M 0.02% NEW $419.69 -24.3%
289 BNS BANK NOVA SCOTIA HALIFAX Financial Services 13,873.0 $1.0M 0.02% +3K +25.0% $73.85 +7.6%
290 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,123.0 $1.0M 0.02% +3K +50.0% $100.89 -2.1%
291 IVE ISHARES TR 4,753.0 $1.0M 0.02% $213.55 +5.9%
292 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,635.0 $1.0M 0.02% NEW $278.92 -9.0%
293 APOS APOLLO GLOBAL MGMT INC Financial Services 7,000.0 $1.0M 0.02% $144.76 -81.9%
294 IWD ISHARES TR 4,764.0 $1.0M 0.02% $211.94 +10.7%
295 SPG SIMON PPTY GROUP INC NEW Real Estate 5,426.0 $1.0M 0.02% +3K +93.8% $185.11 +10.3%
296 SMURFIT WESTROCK PLC 25,836.0 $999K 0.02% NEW $38.67
297 USB US BANCORP DEL Financial Services 18,722.0 $999K 0.02% -8K -29.6% $53.36 +2.1%
298 EA ELECTRONIC ARTS INC Communication Services 4,864.0 $994K 0.02% -12K -71.6% $204.33 -1.2%
299 AXON AXON ENTERPRISE INC Industrials 1,741.0 $989K 0.02% NEW $567.93 -31.4%
300 SYK STRYKER CORPORATION Healthcare 2,804.0 $986K 0.02% +505.0 +22.0% $351.47 -8.5%
Page 15 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%