J. Safra Sarasin Holding AG

Position in UBS — UBS Group AG

CIK 1890222 BASEL, V8

Position in UBS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$54,732,427

+$12,278,655 QoQ

Shares Held

1,104,367

+1.6% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#91

of 758 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J. Safra Sarasin Holding AG holds $282,941,676 across 11 Banks - Diversified names. UBS ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	414,297	$85,747,048
2	UBS	UBS Group AG This page	1,104,367	$54,732,427
3	BNY	Bank of New York Mellon Corp	348,419	$50,384,868
4	C	Citigroup Inc	258,051	$36,116,813
5	JPM	Jpmorgan Chase & Co	73,960	$24,209,324
6	BAC	Bank Of America Corp /De/	323,982	$18,460,492
7	BMO	Bank Of Montreal /Can/	42,938	$7,587,143
8	CM	Canadian Imperial Bank Of Commerce /Can/	16,643	$1,913,945

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,732,427	1,104,367	+1.6%	Shares	Defined	2026-07-31
2026-03-31	$42,453,772	1,086,608	-3.0%	Shares	Defined	2026-05-04
2025-12-31	$51,895,863	1,120,619	-34.6%	Shares	Defined	2026-01-15
2025-09-30	$70,295,894	1,714,534	-2.9%	Shares	Defined	2025-11-03
2025-06-30	$59,744,212	1,766,535	-12.6%	Shares	Defined	2025-07-21
2025-03-31	$61,936,307	2,022,080	-48.9%	Shares	Defined	2025-05-09
2024-12-31	$120,004,375	3,957,928	+125.8%	Shares	Defined	2025-02-14
2024-09-30	$54,187,485	1,753,073	+137.7%	Shares	Defined	2024-11-12
2024-06-30	$21,785,099	737,478	—	Shares	Defined	2024-07-30
No filing history on record for this holder in this stock.