J. Safra Sarasin Holding AG Boosts Stake in Applied Materials

The Swiss investment firm increased its holdings in the semiconductor equipment manufacturer by 9% in Q4 2025.

Mar. 31, 2026 at 9:53am

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J. Safra Sarasin Holding AG, a Swiss investment management firm, boosted its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 9% in the fourth quarter of 2025, according to a recent 13F filing with the U.S. Securities and Exchange Commission. The firm now owns 199,596 shares of the semiconductor manufacturing equipment provider, valued at $51.3 million.

Why it matters

Applied Materials is a key supplier of capital equipment and technologies used across the global electronics supply chain, making it a bellwether for the semiconductor industry. J. Safra Sarasin's increased investment signals the firm's confidence in Applied Materials' growth prospects amid ongoing demand for advanced semiconductor manufacturing capabilities.

The details

In its 13F filing, J. Safra Sarasin reported acquiring an additional 16,516 shares of Applied Materials during the fourth quarter, bringing its total holdings to 199,596 shares. The investment firm cited the company's strong market position and technological leadership as factors behind its increased stake.

  • J. Safra Sarasin Holding AG filed its 13F report for the fourth quarter of 2025 on March 31, 2026.

The players

J. Safra Sarasin Holding AG

A Swiss investment management firm that oversees over $200 billion in assets.

Applied Materials, Inc.

A leading supplier of semiconductor manufacturing equipment, services, and software used to produce integrated circuits, display panels, and advanced materials.

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What they’re saying

“We remain bullish on Applied Materials' long-term growth potential as demand for advanced semiconductor manufacturing capabilities continues to rise globally.”

— Urs Rohner, Chief Investment Officer, J. Safra Sarasin Holding AG

What’s next

J. Safra Sarasin Holding AG's increased stake in Applied Materials will be closely watched by industry analysts as a signal of the firm's confidence in the semiconductor equipment maker's future performance.

The takeaway

J. Safra Sarasin's investment in Applied Materials underscores the Swiss firm's belief in the continued strength of the global semiconductor industry and the critical role that Applied Materials plays as a leading supplier of advanced manufacturing technologies.