SEC 13F Intelligence

Managers / Q2 2024 · view latest →

J. Safra Sarasin Holding AG

CIK 0001890222 · WALLSTRASSE 1, BASEL, 4002 · 41 (0)58 317 44 44

Reported Value
$5.5B
Q2 2024
Positions
1,124
Filings on Record
8
2019–present window
Filed
Jul 30, 2024
original filing

Summary

J. Safra Sarasin Holding Ag reported $5.5B in U.S.-listed holdings across 1,124 positions for Q2 2024.

Its largest position, NVDA, represents 3.3% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $5.5BQ2 ’24Q3 ’24: $5.8BQ3 ’24Q4 ’24: $5.9BQ4 ’24Q1 ’25: $5.5BQ1 ’25Q2 ’25: $5.8BQ2 ’25Q3 ’25: $6.2BQ3 ’25Q4 ’25: $6.1BQ4 ’25Q1 ’26: $5.9BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.8%Other: 6.0%ETP: 5.2%ADR: 1.9%REIT: 1.1%Other: 0.0%
  • Common Stock · 85.8% · $4.7B
  • Other · 6.0% · $330M
  • ETP · 5.2% · $283M
  • ADR · 1.9% · $104M
  • REIT · 1.1% · $59M
  • Other · 0.0% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.9B1,297May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.1B1,259Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.2B1,223Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.8B1,191Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.5B1,204May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.9B1,159Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.8B1,091Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.5B1,124Jul 30, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 7 additional managers.

  • Sarasin & Partners LLP028-14146
  • Bank J. Safra Sarasin LTD
  • Banque J. Safra Sarasin (Luxembourg) SA
  • Bank J. Safra Sarasin (Gibraltar) Ltd
  • J. Safra Sarasin Investmentfonds Ltd.
  • J. Safra Sarasin Fund Management (Luxembourg) S.A.
  • J. Safra Sarasin Asset Management (Bahamas) Ltd.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.