J. Safra Sarasin Holding AG
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$5.9B
Holdings
541
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (3.8k shares)
4.6%
02
$GOOGL
ALPHABET INC
Q1 2026: New position (828 shares)
4.2%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (1.0k shares)
4.0%
04
$AAPL
APPLE INC
Q1 2026: New position (3.9k shares)
2.4%
05
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.4%
06
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.0%
07
$MRK
MERCK & CO INC
Held since at least Q1 2024
2.0%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (821 shares)
1.9%
09
$CME
CME GROUP INC
Held since at least Q1 2024
1.9%
10
$IEMG
ISHARES INC
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:07 UTC.