1y return+15.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $126 against $137 in the S&P 500.2
J. Safra Sarasin Holding AGS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $335.7M | 4.8% | +14.5% |
| MSFTMicrosoft Corp | $293.2M | 4.2% | +25.6% |
| GOOGLAlphabet Inc | $287.7M | 4.1% | +3.1% |
| AMZNAmazon Com Inc | $167.9M | 2.4% | +13.6% |
| AAPLApple Inc | $165.8M | 2.4% | +8.2% |
| AMATApplied Matls Inc | $135.4M | 1.9% | +8.0% |
| VOOVanguard Index Fds | $114.2M | 1.6% | |
| JNJJohnson & Johnson | $113.1M | 1.6% | −5.1% |
| IEMGIshares Inc | $110.7M | 1.6% | |
| AVGOBroadcom Inc | $109.7M | 1.6% | −4.2% |
| HDHome Depot Inc | $109.4M | 1.6% | −1.6% |
| CMECme Group Inc | $108.5M | 1.6% | −1.4% |
| MRKMerck & Co Inc | $100.9M | 1.4% | +2.8% |
| GILDGilead Sciences Inc | $94.8M | 1.4% | −4.2% |
| LLYEli Lilly & Co | $91.8M | 1.3% | |
| MUMicron Technology Inc | $90.1M | 1.3% | +202.5% |
| EMREmerson Elec Co | $89.2M | 1.3% | −1.4% |
| ABBVAbbvie Inc | $77.4M | 1.1% | +1.7% |
| TXNTexas Instrs Inc | $74.3M | 1.1% | −4.0% |
| INTCIntel Corp | $74.2M | 1.1% | −48.4% |
| MAMastercard Incorporated | $73.7M | 1.1% | +1.5% |
| PCARPaccar Inc | $73.1M | 1.0% | −1.1% |
| AMGNAmgen Inc | $72.8M | 1.0% | |
| RYRoyal Bk Cda | $68.9M | 1.0% | −1.5% |
| ADIAnalog Devices Inc | $68.9M | 1.0% | +78.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | June 30, 2024 | +206.4% | $135.4M |
| CSCOCisco Sys Inc | June 30, 2024 | +147.2% | $55.8M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $109.7M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $287.7M |
| RYRoyal Bk Cda | June 30, 2024 | +94.6% | $68.9M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $52.0M |
| GILDGilead Sciences Inc | June 30, 2024 | +84.1% | $94.8M |
| Ferrovial NvCUSIP N3168P101 | June 30, 2024 | +76.5% | $68.7M |
| ADIAnalog Devices Inc | June 30, 2024 | +74.0% | $68.9M |
| JNJJohnson & Johnson | June 30, 2024 | +73.8% | $113.1M |
Sold off last quarter
- GFLGfl Environmental Inc was $5.6M
- VTRVentas Inc was $862K
- INVHInvitation Homes Inc was $797K
- DOCHealthpeak Properties Inc was $771K
- KIMKimco Realty Corp was $705K
- Avalonbay Cmntys IncCUSIP 053484101 was $611K
- VMRKEquity Residential was $584K
- CCICrown Castle Inc was $575K
- GHGuardant Health Inc was $548K
- Oracle CorpCUSIP 68389X204 was $444K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: J. Safra Sarasin Holding AG Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1890222&type=13F-HR&dateb=&owner=include&count=40CIK 1890222
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1890222/000189022226000004/Filed July 31, 2026 · accession 0001890222-26-000004