J. Safra Sarasin Holding AG
โขCIK: 1890222โขFiling: Q4 2025
J. Safra Sarasin Holding AG, with $6.1 billion in assets under management, is known for its focus on sustainability and long-term value creation, often emphasizing ESG criteria in its investment decisions. Recently, the fund has made notable moves by adding high-growth tech stocks like Twilio and CrowdStrike, while significantly increasing positions in Accenture and Palo Alto Networks, reflecting a strategy that balances tech innovation with sustainable business practices.
Total AUM
$6.1B
QoQ Performance
-0.6%
Positions
466
Top 10 Concentration
30.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NVDA
MSFT5.2%
NVDA5.2%
GOOGL4.1%
AMZN3.0%
AAPL2.6%
VOO1.9%
AVGO1.9%
HD1.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other40.1%
Technology25.8%
Consumer10.9%
Healthcare10.3%
Financial4.1%
ETF2.3%
Communication1.5%
Industrial1.3%
๐ช Exited Positionssold since Q3 2025
+287 more exited positions
Changes from Q3 2025
NEW18 new positions
โ95 increased
โ81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024