J. Safra Sarasin Holding 13F: Adds $14M to Alibaba (BABA) Stake

J. Safra Sarasin Holding boosted its stake in Alibaba Group Holding Limited (BABA) by 130,175 shares, valued at approximately $14.0 million, in a filing on October 26, 2026. The fund's total position in Alibaba now stands at 359,137 shares. This increase represents a 56.9% change from its prior holding of 228,962 shares.

BABA Alibaba Group Holding Limited

$100.25 ▼ -35.04% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Alibaba Fits in J. Safra Sarasin's Portfolio

This position makes up 1.63% of J. Safra Sarasin's total reported portfolio, ranking it 17th among the fund's 800 holdings.

Other Institutional Activity in Alibaba

Primecap Management Company reduced its stake by 110,458 shares, leaving it with 18,611,306 shares valued at about $1.87 billion. Dodge & Cox Inc. added 40,661 shares, bringing its total to 9,957,970 shares worth approximately $998.3 million. HSBC Holdings PLC increased its holdings by 489,264 shares, ending with 9,634,384 shares valued at around $965.8 million.

Alibaba Group Holding Limited Stock Up 0.6%

Alibaba's stock closed at $99.64 on October 23, 2026, and is trading recently around $100.27. This recent price is about 0.6% above the event close but still 45.1% below its 52-week high of $182.50. The stock is also below both its 50-day and 200-day moving averages.

Recent Earnings

For the trailing twelve months, Alibaba reported revenue of approximately $1.04 trillion, with a net margin of 7.0% and a return on equity of 6.4%. The next earnings report is scheduled for November 24, 2026.

Dividend

Alibaba pays an annual dividend of $1.05 per share, which translates to a dividend yield of 1.05% based on recent trading prices.

Analysts Set New Price Targets

On October 12, 2026, JP Morgan maintained an Overweight rating on Alibaba with a price target of $200, down from $210. Barclays also maintained an Overweight rating, adjusting its target to $200 from $195. Citigroup kept a Buy rating with a target of $193, up from $190.

About Alibaba Group Holding Limited

Alibaba Group Holding Limited is a major player in the consumer cyclical sector, focusing on internet retail. The company provides technology infrastructure and marketing services to businesses and merchants in China and worldwide. Its diverse segments include e-commerce and cloud computing, making it a key player in the global market.

Bottom Line

Looking ahead, investors should pay attention to Alibaba's upcoming earnings report on November 24, 2026, to gauge its performance. J. Safra Sarasin's boosted position in Alibaba adds to the narrative of institutional interest in the stock amid its recent price fluctuations.