J. Safra Sarasin Holding AG
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), J. Safra Sarasin Holding AG reported 461 stock positions worth $5.9 billion. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Nvidia (NVDA, 4.0%) and Amazon.com (AMZN, 3.3%). Compared with Q3 2024, it opened 73 new positions, sold out of 53, added to 153 and reduced 180. The biggest buy was UBS Group AG-Reg (UBS, shares +126%) and the biggest sale Tetra Tech (TTEK, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- BASEL, V8
- CIK
- 0001890222
- Portfolio Value
- $5.9B (Q4 2024)
- SEC Filing
- 0002056555-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 461 stocks · $5.9B
| MSFT Microsoft Corp. | 5.10% | 713,802 | $300.9M | Add +5.3% |
| NVDA Nvidia Corp. | 3.99% | 1,751,036 | $235.2M | Add +4.0% |
| AMZN Amazon.com Inc. | 3.30% | 886,782 | $194.6M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.33% | 726,442 | $137.6M | Reduce -21.8% |
| HD Home Depot Inc. | 2.13% | 322,861 | $125.6M | Reduce -4.2% |
| AVGO Broadcom Inc. | 2.07% | 526,021 | $122.0M | Add +2.6% |
| UBS UBS Group AG-Reg | 2.05% | 3,957,928 | $121.1M | Add +125.8% |
| AAPL Apple Inc. | 2.05% | 483,170 | $121.0M | Add +7.3% |
| CME Cme Group Inc. | 1.78% | 450,758 | $104.7M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 1.74% | 189,895 | $102.3M | Add +10.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.52% | 408,071 | $89.7M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 1.51% | 1,710,577 | $89.3M | Reduce -9.3% |
| MA Mastercard Inc. Class A | 1.49% | 166,410 | $87.6M | Add +15.8% |
| BKNG Booking Holdings Inc. | 1.47% | 17,491 | $86.9M | Add +12.3% |
| MRK Merck & Co. Inc. | 1.34% | 794,562 | $79.0M | Reduce -17.5% |
| META Meta Platforms Inc. Class A | 1.34% | 134,567 | $78.8M | Add +30.6% |
| CL Colgate-Palmolive Co. | 1.28% | 832,049 | $75.6M | Add +3.5% |
| GILD Gilead Sciences Inc. | 1.26% | 802,197 | $74.1M | Reduce -2.5% |
| DRI Darden Restaurants Inc. | 1.24% | 390,672 | $72.9M | Add +1.4% |
| ADP Automatic Data Processing | 1.21% | 243,028 | $71.1M | Add +1.3% |
| RY Royal Bank of Canada | 1.20% | 589,360 | $71.0M | Add +0.7% |
| PG The Procter & Gamble Co. | 1.19% | 419,285 | $70.3M | Reduce -3.4% |
| EMR Emerson Electric Co. | 1.18% | 561,576 | $69.6M | Reduce -15.9% |
| TXN Texas Instruments Inc. | 1.18% | 369,959 | $69.4M | Add +1.1% |
| MSI Motorola Solutions Inc. | 1.15% | 146,166 | $67.6M | Add +18.3% |
| TSLA Tesla Inc. | 1.13% | 165,585 | $66.9M | Add +245.1% |
| PCAR Paccar Inc. | 1.12% | 632,491 | $65.8M | Add +1.0% |
| AMGN Amgen Inc. | 1.08% | 244,877 | $63.8M | Reduce -9.9% |
| LLY Eli Lilly & Co. | 1.06% | 80,972 | $62.5M | Reduce -13.4% |
| ITW Illinois Tool Works | 1.04% | 242,090 | $61.4M | Add +0.9% |
| FER Ferrovial NV | 1.03% | 1,442,661 | $60.7M | Add +1.3% |
| ECL Ecolab Inc. | 1.02% | 257,838 | $60.4M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.99% | 202,013 | $58.6M | Add +0.7% |
| NOW ServiceNow Inc. | 0.97% | 53,705 | $56.9M | Add +9.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.94% | 280,250 | $55.3M | Reduce -8.2% |
| PEP Pepsico Inc. | 0.93% | 361,136 | $54.9M | Add +1.1% |
| LOGI Logitech International-Reg | 0.93% | 662,359 | $54.8M | Reduce -10.5% |
| UPS United Parcel Service Class B | 0.91% | 424,648 | $53.5M | Add +0.7% |
| BKR Baker Hughes Co. | 0.90% | 1,290,044 | $52.9M | Add +1170.8% |
| PNC PNC Financial Services Group | 0.88% | 268,231 | $51.7M | Add +33.4% |
| FLEX Flex Ltd. | 0.83% | 1,273,164 | $48.9M | Add +21.3% |
| ZTS Zoetis Inc. | 0.81% | 291,430 | $47.5M | Reduce -18.0% |
| JNJ Johnson & Johnson | 0.79% | 321,646 | $46.5M | Add +3.1% |
| DE Deere & Co. | 0.78% | 108,119 | $45.8M | Reduce -21.0% |
| WMT Walmart Inc. | 0.71% | 466,236 | $42.1M | Add +460.6% |
| COST Costco Wholesale Corp. | 0.69% | 44,184 | $40.5M | Add +3.3% |
| DHR Danaher Corp. | 0.63% | 162,915 | $37.4M | Reduce -13.3% |
| AMP Ameriprise Financial Inc. | 0.60% | 65,913 | $35.1M | Reduce -2.2% |
| MCO Moody's Corp. | 0.59% | 73,618 | $34.8M | Add +1.3% |
| OC Owens Corning | 0.59% | 203,849 | $34.7M | Add +7.7% |
| RGA Reinsurance Group of America | 0.58% | 160,661 | $34.3M | Add +11.1% |
| OTIS Otis Worldwide Corp. | 0.52% | 331,062 | $30.7M | Reduce -10.6% |
| CDNS Cadence Design SYS Inc. | 0.52% | 101,953 | $30.6M | Reduce -39.3% |
| TTEK Tetra Tech Inc. | 0.52% | 767,701 | $30.6M | Reduce -48.5% |
| TT Trane Technologies PLC | 0.48% | 77,022 | $28.4M | Add +453.1% |
| RSG Republic Services Inc. | 0.47% | 138,426 | $27.8M | Reduce -3.0% |
| CARR Carrier Global Corp. | 0.47% | 407,412 | $27.8M | Add +10.9% |
| BLK BlackRock Inc. | 0.47% | 26,946 | $27.6M | Reduce -5.1% |
| PANW Palo Alto Networks Inc. | 0.46% | 150,480 | $27.4M | Add +101.4% |
| FTNT Fortinet Inc. | 0.46% | 286,570 | $27.1M | Reduce -4.7% |
| CLH Clean Harbors Inc. | 0.45% | 114,860 | $26.4M | Add +7.2% |
| LOW Lowe's Cos Inc. | 0.44% | 106,019 | $26.2M | Add +27.5% |
| WDAY Workday Inc. Class A | 0.43% | 98,188 | $25.3M | Add +22.9% |
| CAT Caterpillar Inc. | 0.42% | 68,267 | $24.8M | Reduce -5.6% |
| ANET Arista Networks Inc. | 0.42% | 221,999 | $24.5M | Reduce -30.8% |
| SNPS Synopsys Inc. | 0.41% | 50,273 | $24.4M | Reduce -9.4% |
| AMT American Tower Corp. | 0.41% | 131,262 | $24.1M | Add +5.2% |
| ABT Abbott Laboratories | 0.39% | 205,687 | $23.3M | Add +23.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 205,966 | $22.9M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.39% | 119,545 | $22.8M | Reduce -1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 55,896 | $22.5M | Reduce -7.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.38% | 290,453 | $22.3M | Add +419.4% |
| EA Electronic Arts Inc. | 0.38% | 151,752 | $22.2M | Add +877.7% |
| JPM JPMorgan Chase & Co. | 0.37% | 91,803 | $22.0M | Add +48.5% |
| LIN Linde PLC | 0.37% | 52,038 | $21.8M | Add +24.2% |
| STN Stantec Inc. | 0.37% | 275,441 | $21.6M | Add +0.9% |
| DECK Deckers Outdoor Corp. | 0.36% | 105,771 | $21.5M | Add +0.5% |
| A Agilent Technologies Inc. | 0.36% | 158,736 | $21.3M | Add +6.2% |
| MCHP Microchip Technology Inc. | 0.36% | 370,189 | $21.2M | Reduce -48.9% |
| FERG Ferguson Enterprises Inc. | 0.35% | 117,626 | $20.4M | Add +12.1% |
| V Visa Inc. Class A | 0.34% | 63,226 | $19.9M | Add +77.0% |
| PHM Pultegroup Inc. | 0.33% | 178,945 | $19.5M | Reduce -17.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.32% | 162,197 | $19.1M | Add +18.8% |
| ADI Analog Devices Inc. | 0.32% | 88,923 | $18.9M | Reduce -9.5% |
| AMAT Applied Materials Inc. | 0.32% | 114,822 | $18.7M | Reduce -24.5% |
| MELI MercadoLibre Inc. | 0.31% | 10,816 | $18.4M | Reduce -30.1% |
| NICE Nice Ltd. - Spon ADR | 0.31% | 108,076 | $18.4M | Add +24.0% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 34,411 | $17.9M | Reduce -20.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 30,297 | $17.8M | Reduce -3.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.29% | 199,102 | $16.9M | Add +54.7% |
| ONTO Onto Innovation Inc. | 0.28% | 100,111 | $16.7M | Reduce -34.8% |
| NXPI NXP Semiconductors NV | 0.27% | 77,710 | $16.2M | Add +32.5% |
| ACGL Arch Capital Group Ltd. | 0.27% | 173,345 | $16.0M | Reduce -57.1% |
| EQNR Equinor ASA-Spon ADR | 0.27% | 667,004 | $15.8M | Add +3.5% |
| OXY Occidental Petroleum Corp. | 0.26% | 310,059 | $15.3M | Reduce -23.5% |
| CRM Salesforce Inc. | 0.25% | 44,340 | $14.8M | Add +15.9% |
| PTC PTC Inc. | 0.25% | 80,543 | $14.8M | Reduce -21.9% |
| KEYS Keysight Technologies Inc. | 0.24% | 89,387 | $14.4M | Add +30.3% |
| MDT Medtronic PLC | 0.24% | 176,015 | $14.1M | Reduce -9.0% |
| XYL Xylem Inc. | 0.24% | 120,573 | $14.0M | Reduce -1.5% |
Options reported separately and not counted above: NVDA calls ($13.8M), EWZ calls ($1.4M).
Portfolio Sells Q3 2024 → Q4 2024
| TTEK Tetra Tech Inc. | Reduce -48.5% | 0.52% | −0.70 |
| MCHP Microchip Technology Inc. | Reduce -48.9% | 0.36% | −0.65 |
| MRK Merck & Co. Inc. | Reduce -17.5% | 1.34% | −0.56 |
| ACGL Arch Capital Group Ltd. | Reduce -57.1% | 0.27% | −0.51 |
| AMGN Amgen Inc. | Reduce -9.9% | 1.08% | −0.44 |
| ZTS Zoetis Inc. | Reduce -18.0% | 0.81% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -13.4% | 1.06% | −0.38 |
| IEMG iShares Core MSCI Emerging | Reduce -9.3% | 1.51% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -21.8% | 2.33% | −0.34 |
| DHR Danaher Corp. | Reduce -13.3% | 0.63% | −0.27 |
| CDNS Cadence Design SYS Inc. | Reduce -39.3% | 0.52% | −0.27 |
| ONTO Onto Innovation Inc. | Reduce -34.8% | 0.28% | −0.27 |
| MELI MercadoLibre Inc. | Reduce -30.1% | 0.31% | −0.24 |
| HD Home Depot Inc. | Reduce -4.2% | 2.13% | −0.24 |
| KO The Coca-Cola Co. | Reduce -63.6% | 0.11% | −0.24 |
| LOGI Logitech International-Reg | Reduce -10.5% | 0.93% | −0.22 |
| AMAT Applied Materials Inc. | Reduce -24.5% | 0.32% | −0.22 |
| DE Deere & Co. | Reduce -21.0% | 0.78% | −0.22 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.21 |
| PHM Pultegroup Inc. | Reduce -17.6% | 0.33% | −0.21 |
| WMS Advanced Drainage Systems Inc. | Reduce -32.0% | 0.19% | −0.20 |
| PDD PDD Holdings Inc. | Reduce -71.5% | 0.04% | −0.18 |
| ECL Ecolab Inc. | Reduce -4.8% | 1.02% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.2% | 0.30% | −0.16 |
| AMD Advanced Micro Devices | Reduce -93.9% | 0.01% | −0.16 |
| OTIS Otis Worldwide Corp. | Reduce -10.6% | 0.52% | −0.15 |
| ANET Arista Networks Inc. | Reduce -30.8% | 0.42% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 1.19% | −0.11 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.1% | 0.38% | −0.10 |
| OXY Occidental Petroleum Corp. | Reduce -23.5% | 0.26% | −0.10 |
| ENTG Entegris Inc. | Reduce -42.3% | 0.10% | −0.10 |
| MPWR Monolithic Power Systems Inc. | Reduce -81.5% | 0.01% | −0.09 |
| EMR Emerson Electric Co. | Reduce -15.9% | 1.18% | −0.09 |
| BIIB Biogen Inc. | Reduce -13.4% | 0.16% | −0.08 |
| INTU Intuit Inc. | Reduce -73.3% | 0.03% | −0.08 |
| ABNB Airbnb Inc. Class A | Reduce -82.7% | 0.02% | −0.08 |
| SNPS Synopsys Inc. | Reduce -9.4% | 0.41% | −0.07 |
| PTC PTC Inc. | Reduce -21.9% | 0.25% | −0.07 |
| ADI Analog Devices Inc. | Reduce -9.5% | 0.32% | −0.07 |
| CAT Caterpillar Inc. | Reduce -5.6% | 0.42% | −0.07 |
| PFE Pfizer Inc. | Reduce -68.9% | 0.03% | −0.06 |
| AWK American Water Works Co. Inc. | Reduce -30.9% | 0.09% | −0.06 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Reduce -9.0% | 0.24% | −0.06 |
| ON On Semiconductor | Reduce -12.0% | 0.18% | −0.06 |
| MAS Masco Corp. | Reduce -19.4% | 0.13% | −0.06 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.06 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.06 |
| CBOE Cboe Global Markets Inc. | Reduce -75.6% | 0.02% | −0.06 |
| ELV Elevance Health Inc. | Reduce -6.5% | 0.10% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| UBS UBS Group AG-Reg | Add +125.8% | 2.05% | +1.11 |
| TSLA Tesla Inc. | Add +245.1% | 1.13% | +0.92 |
| BKR Baker Hughes Co. | Add +1170.8% | 0.90% | +0.83 |
| WMT Walmart Inc. | Add +460.6% | 0.71% | +0.60 |
| AVGO Broadcom Inc. | Add +2.6% | 2.07% | +0.53 |
| AMZN Amazon.com Inc. | Add +0.7% | 3.30% | +0.45 |
| NVDA Nvidia Corp. | Add +4.0% | 3.99% | +0.44 |
| TT Trane Technologies PLC | Add +453.1% | 0.48% | +0.39 |
| EA Electronic Arts Inc. | Add +877.7% | 0.38% | +0.34 |
| BKNG Booking Holdings Inc. | Add +12.3% | 1.47% | +0.33 |
| META Meta Platforms Inc. Class A | Add +30.6% | 1.34% | +0.31 |
| BNY Bank of New York Mellon Corp. | Add +419.4% | 0.38% | +0.31 |
| MA Mastercard Inc. Class A | Add +15.8% | 1.49% | +0.25 |
| PANW Palo Alto Networks Inc. | Add +101.4% | 0.46% | +0.24 |
| AAPL Apple Inc. | Add +7.3% | 2.05% | +0.24 |
| PNC PNC Financial Services Group | Add +33.4% | 0.88% | +0.23 |
| FLEX Flex Ltd. | Add +21.3% | 0.83% | +0.22 |
| NOW ServiceNow Inc. | Add +9.3% | 0.97% | +0.20 |
| MSI Motorola Solutions Inc. | Add +18.3% | 1.15% | +0.18 |
| V Visa Inc. Class A | Add +77.0% | 0.34% | +0.17 |
| IYH iShares U.S. Healthcare ETF | New | 0.16% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +10.5% | 1.74% | +0.16 |
| CHKP Check Point Software Tech | Add +297.3% | 0.21% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +48.5% | 0.37% | +0.15 |
| DRI Darden Restaurants Inc. | Add +1.4% | 1.24% | +0.14 |
| XLF SS Financial Select Sector | New | 0.10% | +0.10 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| WDAY Workday Inc. Class A | Add +22.9% | 0.43% | +0.09 |
| COIN Coinbase Global Inc. Class A | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +43.5% | 0.18% | +0.07 |
| DECK Deckers Outdoor Corp. | Add +0.5% | 0.36% | +0.07 |
| ESTC Elastic NV | Add +19.6% | 0.21% | +0.07 |
| COR Cencora Inc. | New | 0.07% | +0.07 |
| CRM Salesforce Inc. | Add +15.9% | 0.25% | +0.07 |
| ADSK Autodesk Inc. | Add +41.6% | 0.21% | +0.07 |
| ABT Abbott Laboratories | Add +23.6% | 0.39% | +0.07 |
| TTD Trade Desk Inc./the Class A | Add +18.8% | 0.32% | +0.06 |
| ALC Alcon Inc. | Add +54.7% | 0.29% | +0.06 |
| NFLX Netflix Inc. | Add +72.1% | 0.12% | +0.06 |
| TGT Target Corp. | Add +2005.1% | 0.06% | +0.06 |
| YUMC Yum China Holdings Inc. | New | 0.06% | +0.06 |
| BBY Best Buy Co. Inc. | Add +661.4% | 0.07% | +0.05 |
| KEYS Keysight Technologies Inc. | Add +30.3% | 0.24% | +0.05 |
| ADP Automatic Data Processing | Add +1.3% | 1.21% | +0.05 |
| DIS The Walt Disney Co. | Add +2.5% | 0.39% | +0.05 |
| P Everpure Inc. Class A | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | Add +27.5% | 0.44% | +0.05 |
| ABBV Abbvie Inc. | Add +99.1% | 0.12% | +0.05 |
| DFS Discover Financial Services | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | Add +137.0% | 0.09% | +0.05 |
Options Activity Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | call | New | 102,500 | $13.8M |
| EWZ iShares MSCI Brazil ETF | call | New | 6,000 | $1.4M |
| TSLA Tesla Inc. | put | Sold out | 3,300 | $863Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 200 | $115Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 799 | $7.0B | NVDA, MSFT, GOOGL, AMZN, AAPL |
| Q1 2026 | 541 | $5.9B | NVDA, GOOGL, MSFT, AAPL, AMZN |
| Q4 2025 | 500 | $6.1B | MSFT, NVDA, GOOGL, AMZN, AAPL |
| Q3 2025 | 473 | $6.2B | MSFT, NVDA, GOOGL, AMZN, AAPL |
| Q2 2025 | 487 | $5.8B | MSFT, NVDA, AMZN, GOOGL, CME |
| Q1 2025 | 481 | $5.5B | MSFT, NVDA, AMZN, CME, GOOGL |
| Q4 2024 | 461 | $5.9B | MSFT, NVDA, AMZN, GOOGL, HD |
| Q3 2024 | 441 | $5.8B | MSFT, NVDA, AMZN, GOOGL, HD |
| Q2 2024 | 458 | $5.5B | NVDA, MSFT, GOOGL, AMZN, MRK |