JSSH
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J. Safra Sarasin Holding’s AES AES Stock Holding History

J. Safra Sarasin Holding’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$881K Hold
62,493
– – 0.02% 310
2025
Q4 		$896K Hold
62,493
– – 0.01% 327
2025
Q3 		$822K Sell
62,493
-1,674
-3% -$21.7K 0.01% 353
2025
Q2 		$675K Hold
64,167
– – 0.01% 332
2025
Q1 		$797K Hold
64,167
– – 0.01% 370
2024
Q4 		$826K Buy
+64,167
New +$958K 0.01% 360

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

J. Safra Sarasin Holding's AES Position: Q1 2026 in Review

J. Safra Sarasin Holding held its AES (AES) position steady in Q1 2026 at 62,493 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #310.

J. Safra Sarasin Holding first reported a position in AES in Q4 2024 and has held it in 6 quarters since. The position peaked at $896K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • J. Safra Sarasin Holding held 62,493 shares of AES worth $881K as of Q1 2026.
  • J. Safra Sarasin Holding left its AES share count unchanged in Q1 2026.
  • AES made up 0.02% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #310 holding.
  • J. Safra Sarasin Holding first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • J. Safra Sarasin Holding's AES position peaked at $896K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.