Skip to content
Disclosery

J. Safra Sarasin Holding AG: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Safra Sarasin Holding AG on XLU, newest first. How the timeline and the estimate are built.

J. Safra Sarasin Holding AG held 36,759 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,759 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,689,405.

    13F-HR 0001890222-26-000004 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,759 shares
    Change vs previous 13F +1,779 shares

    0.03% of the 13F portfolio, value $1,687,459.

    13F-HR 0001890222-26-000003 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,980 shares
    Change vs previous 13F +18,740 shares

    0.02% of the 13F portfolio, value $1,498,567.

    13F-HR 0001890222-26-000001 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,240 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,414,835.

    13F-HR 0001890222-25-000008 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,240 shares
    Change vs previous 13F +6,500 shares

    0.02% of the 13F portfolio, value $1,323,190.

    13F-HR 0001890222-25-000003 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,740 shares
    Change vs previous 13F -4,500 shares

    0.01% of the 13F portfolio, value $759,573.

    13F-HR 0001890222-25-000002 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,240 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,078,507.

    13F-HR 0002056555-25-000002 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).