Arkolith/Funds/J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG

CIK 1890222
Holdings as of Mar 31, 2026·disclosed May 4, 2026·~34-day 13F lag·13F-HR
Active Filer

J. Safra Sarasin Holding AG holds a diversified book of 542 stocks worth $5.9B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book.

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Use Arkolith to show J. Safra Sarasin Holding AG's latest
holdings, largest changes, and filing provenance.
Opened
93
new positions
Added to
219
existing
Trimmed
186
reduced
Sold out
48
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
27%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

94% mapped to company sectors

Information Technology
35%
Health Care
13%
Financials
12%
Consumer Discretionary
11%
Industrials
9%
ETF / fund or unclassified
6%
Materials
5%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

542 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$271.4M1.56M
4.6%
−9.1%
Reduced · −157K sh
2Alphabet Inc
CAP STK CL A
$246.1M859.4K
4.2%
+6.1%
Added · +49K sh
3Microsoft Corp
COM
$232.1M628.0K
4.0%
−5.3%
Reduced · −35K sh
4Apple Inc
COM
$141.4M558.8K
2.4%
−4.4%
Reduced · −26K sh
5Amazon Com Inc
COM
$139.2M669.8K
2.4%
−15%
Reduced · −121K sh
6Johnson & Johnson
COM
$117.7M481.6K
2.0%
+0.6%
Added · +3K sh
7Merck & Co Inc
COM
$115.5M960.7K
2.0%
+4.4%
Added · +40K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$113.1M189.3K
1.9%
+1.2%
Added · +2K sh
9Cme Group Inc
COM
$111.9M379.0K
1.9%
+0.6%
Added · +2K sh
10Ishares Inc
CORE MSCI EMKT
$110.6M1.59M
1.9%
+2.4%
Added · +38K sh
11Home Depot Inc
COM
$109.3M332.6K
1.9%
+7.9%
Added · +24K sh
12Broadcom Inc
COM
$107.3M347.8K
1.8%
+3.9%
Added · +13K sh
13Gilead Sciences Inc
COM
$100.5M721.3K
1.7%
−12%
Reduced · −98K sh
14Emerson Elec Co
COM
$89.6M684.2K
1.5%
−3.4%
Reduced · −24K sh
15Eli Lilly & Co
COM
$82.4M89.6K
1.4%
+8.8%
Added · +7K sh
16Texas Instrs Inc
COM
$74.8M385.1K
1.3%
+4.0%
Added · +15K sh
17Paccar Inc
COM
$73.6M636.9K
1.3%
+4.0%
Added · +25K sh
18Abbvie Inc
COM
$73.3M337.0K
1.2%
+8.2%
Added · +26K sh
19Amgen Inc
COM
$73.1M207.7K
1.2%
−15%
Reduced · −38K sh
20Mastercard Incorporated
CL A
$72.1M144.3K
1.2%
−13%
Reduced · −22K sh
21Ferrovial SE
ORD SHS
$68.6M1.07M
1.2%
+1.9%
Added · +20K sh
22Exelon Corp
COM
$68.3M1.39M
1.2%
+77%
Added · +607K sh
23Royal BK Cda
COM
$67.8M420.4K
1.2%
+2.7%
Added · +11K sh
24McDonalds Corp
COM
$67.2M216.1K
1.1%
+4.5%
Added · +9K sh
25Realty Income Corp
COM
$65.8M1.07M
1.1%
+6.0%
Added · +60K sh
26Illinois Tool WKS Inc
COM
$65.6M252.1K
1.1%
+3.9%
Added · +9K sh
27AT&T Inc
COM
$64.0M2.21M
1.1%
+1.1%
Added · +25K sh
28Applied Matls Inc
COM
$63.7M186.5K
1.1%
−6.6%
Reduced · −13K sh
29Procter & Gamble Co
COM
$63.0M436.0K
1.1%
+1.2%
Added · +5K sh
30Baker Hughes Company
CL A
$60.1M984.1K
1.0%
−40%
Reduced · −655K sh
31Pepsico Inc
COM
$59.9M385.7K
1.0%
+4.5%
Added · +17K sh
32Colgate Palmolive Co
COM
$56.6M664.5K
1.0%
−1.6%
Reduced · −11K sh
33International Business Machs
COM
$56.1M231.5K
1.0%
+0.7%
Added · +2K sh
34Cisco Sys Inc
COM
$55.6M716.8K
0.9%
155×
Added · +712K sh
35Automatic Data Processing In
COM
$51.2M252.1K
0.9%
+3.4%
Added · +8K sh
36Meta Platforms Inc
CL A
$50.5M88.4K
0.9%
−20%
Reduced · −22K sh
37Costco Wholesale Corporation
COM
$50.3M50.5K
0.9%
+3.4%
Added · +2K sh
38Darden Restaurants Inc
COM
$49.8M254.0K
0.8%
+2.3%
Added · +6K sh
39Intel Corp
COM
$48.9M1.11M
0.8%
+149%
Added · +662K sh
40Tesla Inc
COM
$48.7M131.1K
0.8%
−0.7%
Reduced · −948 sh
41Logitech Intl S A
SHS
$47.3M525.7K
0.8%
−3.1%
Reduced · −17K sh
42Walmart Inc
COM
$45.7M368.0K
0.8%
+4.9%
Added · +17K sh
43Accenture PLC Ireland
SHS CLASS A
$44.5M224.5K
0.8%
+8.1%
Added · +17K sh
44Brown Forman Corp
CL B
$42.0M1.59M
0.7%
+4.3%
Added · +66K sh
45UBS Group AG
SHS
$41.5M1.09M
0.7%
−3.0%
Reduced · −34K sh
46Republic Svcs Inc
COM
$40.1M183.5K
0.7%
−5.0%
Reduced · −10K sh
47Bank New York Mellon Corp
COM
$40.0M337.6K
0.7%
+38%
Added · +92K sh
48Xylem Inc
COM
$39.6M332.1K
0.7%
+5.6%
Added · +18K sh
49Uber Technologies Inc
COM
$39.5M548.5K
0.7%
+18%
Added · +85K sh
50Linde PLC
SHS
$37.7M76.1K
0.6%
−8.6%
Reduced · −7K sh
Showing 50 of 542 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 4, 20261,297$5.9B13F-HR
Q4 2025Dec 31, 2025Jan 15, 20261,259$6.1B13F-HR
Q3 2025Sep 30, 2025Nov 3, 20251,223$6.2B13F-HR
Q2 2025Jun 30, 2025Jul 21, 20251,191$5.8B13F-HR
Q1 2025Mar 31, 2025May 9, 20251,204$5.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,159$5.9B13F-HR
Q3 2024Sep 30, 2024Nov 12, 20241,091$5.8B13F-HR
Q2 2024Jun 30, 2024Jul 30, 20241,124$5.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.