Joseph Y. SafraDeclared Swiss shareholdings
Joseph Y. Safra: 1 Swiss companies with a declared holding, including Bank J. Safra Sarasin AG. Latest filing: 18.12.2020.
- Estimated value (CHF)
- …
- Swiss companies held
- 1
- Largest position
- 99,57 %
- Bank J. Safra Sarasin AG
- 12-month trend
- Not determinable
- 0 rate rises · 0 rate falls
- Latest filing
- 18.12.2020
- Active since 2011
Declared Swiss portfolio
Latest declared rate per company
Sector allocation
Share of companies heldHow to read these figures?
Rates come from the 10 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 structure8 controls
Controls
Group entities linked to this shareholder in joint disclosures.
- J. Safra Holding AG4 · 20.12.2012
- Bank Sarasin & Cie AG3 · 05.04.2013
- Eichbaum Holding AG2 · 04.08.2012
- Eichbaum Holding AG, c/o Bank Sarasin & Cie AG2 · 25.10.2012
- JSH S.A2 · 25.10.2012
- Bank J. Safra Sarasin AG2 · 18.12.2020
- Comtel Holding Limited1 · 03.12.2011
- B. Safra Luxembourg SA1 · 03.12.2011
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: 6
90 days · Downward crossings
0
visible history: 2
Nature of disclosed positions
Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.
Latest shareholding disclosures
Novavest Real Estate AG
Joseph Y. Safra · Single shareholder
Novavest Real Estate AG
Joseph Y. Safra · Single shareholder
Kardex Holding AG
Joseph Y. Safra · Group of shareholders
Show 7 older disclosures
Kardex Holding AG
Joseph Y. Safra · Group of shareholders
Bank J. Safra Sarasin AG
Joseph Y. Safra · Group of shareholders
Bank J. Safra Sarasin AG
Joseph Y. Safra · Group of shareholders
Bank J. Safra Sarasin AG
Joseph Y. Safra · Group of shareholders
Kardex Holding AG
Joseph Y. Safra · Group of shareholders
Bank J. Safra Sarasin AG
Joseph Y. Safra · Group of shareholders
Bank J. Safra Sarasin AG
Joseph Y. Safra · Single shareholder
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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 Joseph Y. Safra’s disclosed portfolio?
Bank J. Safra Sarasin AG.
What is Joseph Y. Safra’s latest disclosure?
The latest available disclosure was published on 18.12.2020 and concerns Novavest Real Estate AG. Threshold disclosures do not describe every purchase or sale.
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Recent insider purchases
What are insiders doing at companies disclosed by this shareholder?
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Compare insider purchases and sales across the Swiss stock exchange over 30 days.
View the Swiss barometerThese signals are not investment advice.