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Company / strategic investorRegistered location :4002 Basel

J. Safra Sarasin Investmentfonds AGDeclared Swiss shareholdings

J. Safra Sarasin Investmentfonds AG: 14 Swiss companies with a declared holding, including Adval Tech Holding AG, Phoenix Mecano AG, CPH Group AG. Latest filing: 03.06.2026.

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Estimated value (CHF)
…
Swiss companies held
14
Largest position
9,8 %
Adval Tech Holding AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
03.06.2026
Active since 2015

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Adval Tech Holding AG

9,8 %21.02.2015

Phoenix Mecano AG

8,83 %08.06.2023

CPH Group AG

5,99 %21.02.2015

Klingelnberg AG

5,74 %20.11.2021

Poenina Holding AG

5,56 %26.01.2022

Orell Füssli AG

4,6 %29.10.2022

SKAN Group AG

3,65 %24.11.2023

Ascom Holding AG

3,08 %22.12.2023

LEM Holding SA

3,03 %20.01.2024
Show 5 more companies
How to read these figures?

Rates come from the 53 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure10 controls

Controls

Group entities linked to this shareholder in joint disclosures.

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

0

visible history: 47

90 days · Downward crossings

0

visible history: 0

First disclosure: 19.02.2015Last disclosure: 03.06.2026

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings
47

Latest shareholding disclosures

Below thresholdShareholdings

Bell Food Group AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3%Below threshold03.06.2026
Below thresholdShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3%Below threshold07.03.2026
Below thresholdShareholdings

Gurit Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3%Below threshold03.12.2025
Show 37 older disclosures
Below thresholdShareholdings

ALSO Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3%Below threshold10.09.2025
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.842%Voting rights acquired04.12.2024
PurchaseShareholdings

LEM Holding SA

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.03%Voting rights acquired20.01.2024
PurchaseShareholdings

Ascom Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.079%Voting rights acquired22.12.2023
Below thresholdShareholdings

Schaffner Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3%Below threshold08.12.2023
PurchaseShareholdings

Forbo Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.005%Voting rights acquired07.12.2023
PurchaseShareholdings

SKAN Group AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.647%Voting rights acquired24.11.2023
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.283%Voting rights acquired30.06.2023
PurchaseShareholdings

Phoenix Mecano AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

8.83%Voting rights acquired08.06.2023
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

4.997%Voting rights acquired04.05.2023
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.02%Voting rights acquired07.04.2023
PurchaseShareholdings

Gurit Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

4.45%Voting rights acquired02.03.2023
PurchaseShareholdings

Orell Füssli AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

4.602%Voting rights acquired29.10.2022
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

4.629%Voting rights acquired28.10.2022
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.196%Voting rights acquired15.09.2022
PurchaseShareholdings

Burkhalter Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.879%Voting rights acquired05.08.2022
PurchaseShareholdings

ALSO Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.965%Voting rights acquired03.08.2022
PurchaseShareholdings

ALSO Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.196%Voting rights acquired30.07.2022
PurchaseShareholdings

ALSO Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.129%Voting rights acquired23.04.2022
PurchaseShareholdings

Poenina Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.56%Voting rights acquired26.01.2022
PurchaseShareholdings

Klingelnberg AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.74%Voting rights acquired20.11.2021
PurchaseShareholdings

Bell Food Group AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.127%Voting rights acquired16.11.2021
PurchaseShareholdings

Gurit Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.155%Voting rights acquired08.07.2021
PurchaseShareholdings

Bobst Group SA

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.003%Voting rights acquired26.02.2021
PurchaseShareholdings

Phoenix Mecano AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.05%Voting rights acquired24.12.2020
PurchaseShareholdings

Poenina Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.19%Voting rights acquired28.10.2020
PurchaseShareholdings

ALSO Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.7%Voting rights acquired24.06.2020
PurchaseShareholdings

Klingelnberg AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

3.02%Voting rights acquired20.06.2020
PurchaseShareholdings

ALSO Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.88%Voting rights acquired10.03.2020
PurchaseShareholdings

Gurit Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.59%Voting rights acquired11.08.2016
PurchaseShareholdings

Bachem Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.93%Voting rights acquired02.04.2016
PurchaseShareholdings

Bobst Group SA

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.95%Voting rights acquired20.02.2016
PurchaseShareholdings

Interroll Holding AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

2.98%Voting rights acquired17.02.2016
PurchaseShareholdings

Phoenix Mecano AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5%Voting rights acquired14.08.2015
PurchaseShareholdings

Interroll Holding AG

J. Safra Sarasin Investmentfonds AG · Group of shareholders

4.701%Voting rights acquired22.05.2015
PurchaseShareholdings

Bossard Holding AG

J. Safra Sarasin Investmentfonds AG · Single shareholder

2.999%Voting rights acquired26.03.2015
PurchaseShareholdings

Phoenix Mecano AG

J. Safra Sarasin Investmentfonds AG · Collective investment vehicle

5.64%Voting rights acquired21.02.2015

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Management purchases in this portfolio

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    These figures aggregate public disclosures. They are not investment advice.

    Common questions

    Which Swiss companies are in J. Safra Sarasin Investmentfonds AG’s disclosed portfolio?

    Adval Tech Holding AG, Phoenix Mecano AG, CPH Group AG, Klingelnberg AG, Poenina Holding AG, Orell Füssli AG, SKAN Group AG, Ascom Holding AG, LEM Holding SA, Forbo Holding AG, Bobst Group SA, Bossard Holding AG, Interroll Holding AG, Bachem Holding AG.

    What is J. Safra Sarasin Investmentfonds AG’s latest disclosure?

    The latest available disclosure was published on 03.06.2026 and concerns Bell Food Group AG. Threshold disclosures do not describe every purchase or sale.

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