Q2 2026 13F · SEC CIK 1280487

Fideuram - Intesa Sanpaolo Private Banking S.p.a.

Investment managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.3B
Reported positions: 446
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Fideuram - Intesa Sanpaolo Private Banking S.p.a. is an investment manager that reported 446 positions worth $3.3B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Nvidia Corporation Com (NVDA, 6.8%), Microsoft Corp (MSFT, 3.9%), Apple Inc (AAPL, 3.3%).

Fideuram - Intesa Sanpaolo Private Banking S.p.a. holdings largest 50 of 446 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fideuram - Intesa Sanpaolo Private Banking S.p.a. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.8%	5.9%	1,126,694	+16.3%	$225.4M
MSFTMicrosoft Corp	3.9%	4.5%	351,595	+0.9%	$131.2M
AAPLApple Inc	3.3%	3.7%	379,605	-9.5%	$109.8M
AMATApplied Matls Inc	2.7%	2.0%	125,930	-24.0%	$91.0M
AMZNAmazon Com Inc Com	2.6%	2.5%	359,209	+3.4%	$85.6M
INTCIntel Corp	2.1%	—	508,159	—	$71.0M
TXNTexas Instruments Inc	1.9%	1.5%	217,295	-2.1%	$64.8M
CRMSalesforce Inc Com	1.8%	1.5%	379,983	+65.5%	$59.5M
MRKMerck & Co. Inc	1.6%	1.2%	416,139	+41.8%	$53.5M
MUMicron Technology Inc	1.6%	—	45,681	—	$52.7M
AVGOBroadcom Inc	1.5%	1.6%	135,211	-5.6%	$51.1M
PSTGPure Storage Inc - Class A	1.5%	—	647,834	—	$51.0M
GOOGLAlphabet Inc	1.5%	1.8%	138,008	-24.1%	$49.3M
LLYLilly Eli & Co	1.4%	1.1%	37,504	+5.8%	$45.0M
JPMJpmorgan Chase & Co	1.2%	1.2%	120,843	+6.4%	$39.6M
ABBVAbbvie Inc	1.2%	1.4%	155,208	-16.4%	$39.1M
BEBloom Energy Corp	1.1%	0.8%	119,481	-31.4%	$36.2M
GOOGAlphabet Inc	0.9%	0.8%	88,702	+5.9%	$31.3M
ADSKAutodesk Inc	0.9%	2.0%	157,014	-35.0%	$30.5M
XOMExxon Mobil Corp	0.9%	1.3%	220,070	+0.0%	$30.1M
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.9%	—	84,359	—	$29.9M
NEENextera Energy Inc Com	0.9%	0.9%	325,157	+11.8%	$28.5M
BACBank of Amer Corp	0.8%	0.8%	488,330	+0.4%	$27.8M
BNYBank of New York Mellon Corp	0.8%	0.7%	182,715	+6.8%	$26.4M
FSLRFirst Solar Inc Com	0.8%	0.6%	106,558	+27.2%	$25.1M
VRSKVerisk Analytics Inc	0.7%	—	138,386	—	$24.8M
PANWPalo Alto Networks Inc	0.7%	—	67,649	—	$23.1M
METAMeta Platforms Inc Class A	0.7%	0.9%	39,937	-11.9%	$22.5M
OKTAOkta Inc	0.7%	—	160,364	—	$21.9M
WMWaste Mgmt Inc Del	0.7%	—	97,438	—	$21.7M
UNHUnitedhealth Group Inc Com	0.7%	0.6%	52,234	-13.0%	$21.7M
AMGNAmgen Inc Com	0.6%	0.6%	58,035	+25.4%	$21.0M
NEMNewmont Corp	0.6%	1.0%	221,193	-17.6%	$20.7M
DNOWNow Inc	0.6%	—	1,582,667	—	$20.5M
AROCArchrock Inc	0.6%	—	495,555	—	$20.2M
NFLXNetflix Inc Total	0.6%	—	280,521	—	$20.0M
ETNEaton Corp PLC	0.6%	—	46,867	—	$20.0M
JCIJohnson Controls Internation	0.6%	0.5%	134,791	+15.1%	$19.7M
WBIWaterbridge Infrastructure L	0.6%	0.6%	562,311	-12.4%	$19.3M
VRTXVertex Pharmaceuticals Inc	0.6%	0.5%	38,752	+10.7%	$19.2M
ADMArcher Daniels Midland Co	0.6%	—	251,706	—	$19.2M
EMREmerson Elec Co Com	0.6%	0.5%	132,411	+20.6%	$19.0M
JNJJohnson & Johnson	0.6%	1.0%	74,163	-34.6%	$18.8M
GILDGilead Sciences	0.6%	1.2%	148,589	-40.0%	$18.8M
VEEVVeeva Sys Inc	0.6%	—	104,808	—	$18.6M
CCitigroup Inc Com New	0.5%	—	130,038	—	$18.2M
TDWTidewater Inc	0.5%	0.8%	265,133	-6.3%	$17.7M
CSCOCisco Sys Inc	0.5%	0.7%	149,046	-43.8%	$17.5M
ELLauder Estee Cos Inc	0.5%	—	218,194	—	$17.2M
FITBFifth Third Bancorp	0.5%	—	304,405	—	$17.2M

What Fideuram - Intesa Sanpaolo Private Banking S.p.a. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.3B	446
Q1 2026	$2.8B	462
Q4 2025	$2.8B	435

Questions about Fideuram - Intesa Sanpaolo Private Banking S.p.a.'s portfolio

What stocks does Fideuram - Intesa Sanpaolo Private Banking S.p.a. own?

Fideuram - Intesa Sanpaolo Private Banking S.p.a.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 446 positions worth $3.3B. The largest are Nvidia Corporation Com (NVDA) at 6.8%, Microsoft Corp (MSFT) at 3.9%, Apple Inc (AAPL) at 3.3%, Applied Matls Inc (AMAT) at 2.7% and Amazon Com Inc Com (AMZN) at 2.6%.

What did Fideuram - Intesa Sanpaolo Private Banking S.p.a. buy last quarter?

In Q2 2026, Fideuram - Intesa Sanpaolo Private Banking S.p.a. added Salesforce Inc Com (CRM) (+65.5% shares), Merck & Co. Inc (MRK) (+41.8% shares) and First Solar Inc Com (FSLR) (+27.2% shares), compared with its Q1 2026 filing.

What did Fideuram - Intesa Sanpaolo Private Banking S.p.a. sell last quarter?

In Q2 2026, Fideuram - Intesa Sanpaolo Private Banking S.p.a. cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Darling Ingredients Inc (DAR), cut from its top 50 Disney Walt Co (DIS), cut from its top 50 Kinder Morgan Inc Del Com (KMI), Cisco Sys Inc (CSCO) (-43.8% shares), Gilead Sciences (GILD) (-40.0% shares) and Autodesk Inc (ADSK) (-35.0% shares), compared with its Q1 2026 filing.

When is Fideuram - Intesa Sanpaolo Private Banking S.p.a.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Fideuram - Intesa Sanpaolo Private Banking S.p.a.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.