J. Safra Sarasin Holding portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 26, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
J. Safra Sarasin Holding reported a $7.0 bn portfolio of 797 companies (800 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are NVDA, GOOGL, MSFT.
Sections with a free account
What changed this quarter
724 positions with a change (91 new, 255 added to, 288 trimmed, 90 sold); also, 1 entered through an IPO. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Microsoft−14%fewer sharesReduced4.2% → 4.3%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA4.9%
- AlphabetGOOGL · GOOG4.7%
- MicrosoftMSFT4.3%
- AppleAAPL2.5%
- Amazon.comAMZN2.3%
- Vanguard S&P 500 ETFVOO1.6%
- BroadcomAVGO1.6%
- IsharesIEMG1.6%
- CME GroupCME1.6%
- Home DepotHD1.5%
- Johnson & JohnsonJNJ1.5%
- MerckMRK1.4%
- Gilead SciencesGILD1.4%
- Eli LillyLLY1.3%
- Emerson ElectricEMR1.3%
Portfolio by sector
- ● Information Technology 32%
- ● Health Care 11%
- ● Industrials 11%
- ● Financials 11%
- ● Consumer Discretionary 9%
- ● Communication Services 8%
- ● No sector 6%
- ● Consumer Staples 5%
- ● Materials 3%
- ● Energy 2%
- ● Utilities 1%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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