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CIK: 0001890222
Total reported value
$7.0B
$7.0B
461 檔
14.5%
As reported in its official Q4 2024 Form 13F filing, J. Safra Sarasin Holding AG's tracked investment portfolio stood at $7.0B with 461 total positions.
During Q4 2024, J. Safra Sarasin Holding AG's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 461 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | +0.25% | +5.32% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.21% | +0.19% | +10.04% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | +0.04% | +0.66% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | -0.07% | -21.80% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.13% | -0.29% | -4.16% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | -0.26% | +2.65% | |
| 7 | UBS | UBS Group AG | Stock-Financials | 2.05% | -0.09% | +125.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.05% | -0.03% | +7.35% | |
| 9 | CME | Cme Group Inc | Stock-Financials | 1.77% | -0.35% | -0.62% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | -0.29% | +10.48% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.52% | -0.12% | +0.54% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.51% | -0.29% | -9.26% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | -0.17% | +15.75% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.47% | -0.04% | +12.34% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.34% | -0.52% | -17.46% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | +0.08% | +30.63% | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.28% | -0.16% | +3.47% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.25% | -0.35% | -2.50% | |
| 19 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.23% | -0.14% | +1.45% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.20% | -0.14% | +1.34% | |
| 21 | RY | Royal Bank Of Canada | Stock-Financials | 1.20% | -0.17% | +0.73% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.17% | -3.40% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.18% | -0.25% | -15.89% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.17% | -0.20% | +1.06% | |
| 25 | MSI | Motorola Solutions Inc | Stock-Tech | 1.14% | -0.12% | +18.28% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.14% | +222.92% | |
| 27 | PCAR | Paccar Inc | Stock-Industrials | 1.11% | -0.20% | +1.02% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 1.08% | -0.21% | -9.89% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | -0.08% | -13.37% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 1.04% | -0.19% | +0.91% | |
| 31 | ✓ | Ferrovial Se | Stock-Other | 1.03% | -0.19% | +1.29% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 1.02% | -0.06% | -4.75% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.99% | -0.18% | +0.74% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.96% | +0.09% | +9.25% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | +0.18% | -8.21% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.16% | +1.14% | |
| 37 | LOGI | Logitech International S.A. | Stock-Tech | 0.93% | -0.12% | -10.47% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.91% | +0.01% | NEW | |
| 39 | BKR | Baker Hughes Co | Stock-Energy | 0.90% | -0.19% | +1170.79% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.88% | -0.08% | +33.37% | |
| 41 | FLEX | Flex Ltd. | Stock-Tech | 0.83% | +0.02% | +21.32% | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.80% | +0.01% | -17.99% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.39% | +3.06% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.78% | -0.04% | -21.01% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.13% | +460.56% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.16% | +3.34% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | -0.11% | -13.26% | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.59% | -0.02% | -2.19% | |
| 49 | MCO | Moody's CORP | Stock-Financials | 0.59% | -0.06% | +1.34% | |
| 50 | OC | Owens Corning | Stock-Industrials | 0.59% | — | +7.67% |
According to official SEC Form 13F filings, J. Safra Sarasin Holding AG reported a total U.S. public equity portfolio value of $7.0B across 461 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 14.5% of total reported equity market value during Q4 2024.
During Q4 2024, J. Safra Sarasin Holding AG's top holdings by market value included MSFT (5.1%)、NVDA (4.2%)、AMZN (3.3%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q4 2024, J. Safra Sarasin Holding AG made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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