Fideuram - Intesa Sanpaolo Private Banking S.P.A.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Fideuram - Intesa Sanpaolo Private Banking S.P.A. reported 446 stock positions worth $3.3 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Apple (AAPL, 3.3%). Compared with Q1 2026, it opened 56 new positions, sold out of 75, added to 173 and reduced 168. The biggest buy was Intel (INTC, shares +448%) and the biggest sale Accenture Class A (ACN, shares −94%).

Most Recent 13F
Q2 2026
Location
TURIN, L6
CIK
0001280487
Portfolio Value
$3.3B (Q2 2026)
SEC Filing
0001280487-26-000008 ↗ filed Jul 23, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q4 2025: $2.8B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.3B $3.3B Q2 2026

Holdings 446 stocks · $3.3B
NVDA Nvidia Corp. 6.77% 1,126,694 $225.4M Add +16.3%
MSFT Microsoft Corp. 3.94% 351,595 $131.2M Add +0.9%
AAPL Apple Inc. 3.30% 379,605 $109.8M Reduce -9.5%
AMAT Applied Materials Inc. 2.73% 125,930 $91.0M Reduce -24.0%
AMZN Amazon.com Inc. 2.57% 359,209 $85.6M Add +3.4%
INTC Intel Corp. 2.13% 508,159 $71.0M Add +448.3%
TXN Texas Instruments Inc. 1.94% 217,295 $64.8M Reduce -2.1%
CRM Salesforce Inc. 1.79% 379,983 $59.5M Add +65.5%
MRK Merck & Co. Inc. 1.61% 416,139 $53.5M Add +41.8%
MU Micron Technology Inc. 1.58% 45,681 $52.7M Add +74.7%
AVGO Broadcom Inc. 1.53% 135,211 $51.1M Reduce -5.6%
P Everpure Inc. Class A 1.53% 647,834 $51.0M New
GOOGL Alphabet Inc. Class A 1.48% 138,008 $49.3M Reduce -24.1%
LLY Eli Lilly & Co. 1.35% 37,504 $45.0M Add +5.8%
JPM JPMorgan Chase & Co. 1.19% 120,843 $39.6M Add +6.4%
ABBV Abbvie Inc. 1.17% 155,208 $39.1M Reduce -16.4%
BE Bloom Energy Corp. Class A 1.09% 119,481 $36.2M Reduce -31.4%
GOOG Alphabet Inc. Class C 0.94% 88,702 $31.3M Add +5.9%
ADSK Autodesk Inc. 0.92% 157,014 $30.5M Reduce -35.0%
XOM Exxon Mobil Corp. 0.90% 220,070 $30.1M Add +0.0%
ARM Arm Holdings PLC-ADR 0.90% 84,359 $29.9M Add +86.3%
NEE Nextera Energy Inc. 0.86% 325,157 $28.5M Add +11.8%
BAC Bank of America Corp. 0.84% 488,330 $27.8M Add +0.4%
BNY Bank of New York Mellon Corp. 0.79% 182,715 $26.4M Add +6.8%
FSLR First Solar Inc. 0.75% 106,558 $25.1M Add +27.2%
VRSK Verisk Analytics Inc. 0.75% 138,386 $24.8M Add +155.6%
PANW Palo Alto Networks Inc. 0.69% 67,649 $23.1M Reduce -1.6%
META Meta Platforms Inc. Class A 0.68% 39,937 $22.5M Reduce -11.9%
OKTA Okta Inc. 0.66% 160,364 $21.9M Add +16.7%
WM Waste Management Inc. 0.65% 97,438 $21.7M Add +121.3%
UNH Unitedhealth Group Inc. 0.65% 52,234 $21.7M Reduce -13.0%
AMGN Amgen Inc. 0.63% 58,035 $21.0M Add +25.4%
NEM Newmont Corp. 0.62% 221,193 $20.7M Reduce -17.6%
DNOW Dnow Inc. 0.62% 1,582,667 $20.5M New
AROC Archrock Inc. 0.61% 495,555 $20.2M Add +222.5%
NFLX Netflix Inc. 0.60% 280,521 $20.0M Add +321.2%
ETN Eaton Corp. PLC 0.60% 46,867 $20.0M Add +20.6%
JCI Johnson Controls Internation 0.59% 134,791 $19.7M Add +15.1%
WBI Waterbridge Infrastruc Class A 0.58% 562,311 $19.3M Reduce -12.4%
VRTX Vertex Pharmaceuticals Inc. 0.58% 38,752 $19.2M Add +10.8%
ADM Archer-Daniels-Midland Co. 0.58% 251,706 $19.2M Add +58.2%
EMR Emerson Electric Co. 0.57% 132,411 $19.0M Add +20.6%
JNJ Johnson & Johnson 0.57% 74,163 $18.8M Reduce -34.6%
GILD Gilead Sciences Inc. 0.56% 148,589 $18.8M Reduce -40.0%
VEEV Veeva Systems Inc. Class A 0.56% 104,808 $18.6M Add +118.5%
C Citigroup Inc. 0.55% 130,038 $18.2M Add +5.9%
TDW Tidewater Inc. 0.53% 265,133 $17.7M Reduce -6.3%
CSCO Cisco Systems Inc. 0.53% 149,046 $17.5M Reduce -43.8%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.52% 218,194 $17.2M Add +41.6%
FITB Fifth Third Bancorp 0.52% 304,405 $17.2M Add +74.4%
BRKR Bruker Corp. 0.51% 284,435 $17.1M Reduce -41.1%
AMD Advanced Micro Devices 0.49% 28,200 $16.4M Reduce -38.5%
AWK American Water Works Co. Inc. 0.49% 124,269 $16.4M Add +8.6%
COST Costco Wholesale Corp. 0.49% 17,346 $16.2M Add +1166.1%
LNG Cheniere Energy Inc. 0.49% 67,740 $16.2M Add +303.6%
V Visa Inc. Class A 0.48% 46,589 $16.0M Add +32.4%
KMI Kinder Morgan Inc. 0.48% 499,780 $16.0M Reduce -18.6%
CF CF Industries Holdings Inc. 0.47% 145,755 $15.8M Add +39.2%
ZM Zoom Communications Inc. 0.47% 179,741 $15.5M Add +39.1%
FIGR Figure Technology Solut Class A 0.46% 499,815 $15.3M Add +11.9%
TNK Teekay Tankers Ltd. Class A 0.45% 228,717 $14.8M New
DXCM Dexcom Inc. 0.44% 216,719 $14.6M Add +653.0%
VZ Verizon Communications Inc. 0.43% 340,559 $14.4M Add +79.0%
AMT American Tower Corp. 0.42% 85,263 $13.9M Add +4.2%
MRSH Marsh & McLennan Cos 0.41% 82,946 $13.8M Add +1208.7%
FWONK Liberty Media Corp. Class C 0.41% 143,539 $13.7M Add +9.6%
ENPH Enphase Energy Inc. 0.40% 269,721 $13.3M Reduce -5.8%
WMT Walmart Inc. 0.40% 117,226 $13.3M Reduce -51.5%
DE Deere & Co. 0.39% 20,218 $12.8M Add +22.7%
ANET Arista Networks Inc. 0.38% 74,716 $12.7M Add +23.0%
EW Edwards Lifesciences Corp. 0.38% 138,960 $12.6M Add +1135.5%
LIN Linde PLC 0.37% 23,912 $12.4M Add +22.6%
PHM Pultegroup Inc. 0.37% 89,488 $12.3M Reduce -2.9%
CL Colgate-Palmolive Co. 0.36% 132,312 $12.1M Reduce -17.3%
NXT Nextpower Inc. 0.36% 100,971 $12.0M Reduce -13.1%
RF Regions Financial Corp. 0.36% 392,043 $11.8M Add +17.2%
ZTS Zoetis Inc. 0.35% 163,170 $11.7M Add +2755.6%
FIS Fidelity National Info Serv 0.35% 298,496 $11.6M Reduce -14.4%
PRMB Primo Brands Corp. 0.35% 470,923 $11.5M Reduce -2.4%
COF Capital One Financial Corp. 0.34% 56,841 $11.4M Add +32.3%
OMC Omnicom Group 0.34% 154,206 $11.2M Reduce -12.3%
COIN Coinbase Global Inc. Class A 0.33% 75,941 $11.1M Reduce -27.7%
MSI Motorola Solutions Inc. 0.33% 26,525 $11.0M Add +29.5%
XYL Xylem Inc. 0.32% 90,929 $10.7M Reduce -0.1%
ALNY Alnylam Pharmaceuticals Inc. 0.32% 35,077 $10.6M Reduce -5.3%
CTVA Corteva Inc. 0.32% 124,118 $10.5M Reduce -6.2%
ISRG Intuitive Surgical Inc. 0.31% 26,282 $10.5M Add +2.4%
FCX Freeport-McMoran Inc. 0.31% 165,550 $10.4M Add +17.0%
UBER Uber Technologies Inc. 0.31% 142,623 $10.3M Reduce -2.4%
RIG Transocean Ltd. 0.31% 2,102,868 $10.3M Reduce -19.0%
EXC Exelon Corp. 0.31% 218,241 $10.2M Add +198.3%
DELL Dell Technologies -C 0.30% 23,471 $10.1M Reduce -43.1%
BF.B Brown-Forman Corp. Class B 0.30% 379,813 $10.1M New
REGN Regeneron Pharmaceuticals 0.30% 16,049 $10.0M Add +7.2%
CRWD CrowdStrike Holdings Inc. Class A 0.30% 13,028 $9.9M Add +2.1%
TEL Te Connectivity PLC 0.29% 47,431 $9.6M Add +67.6%
RACE Ferrari NV 0.29% 25,513 $9.5M Add +9.8%
BORR Borr Drilling Ltd. 0.28% 2,236,292 $9.2M Add +7.0%
HIW Highwoods Properties Inc. 0.28% 305,809 $9.2M Reduce -27.6%
SO The Southern Co. 0.27% 93,516 $9.0M Add +72.8%

Show all 446 holdings

Portfolio Sells Q1 2026 → Q2 2026
ACN Accenture PLC Class A Reduce -93.9% 0.05% −1.57
ADSK Autodesk Inc. Reduce -35.0% 0.92% −1.12
DAR Darling Ingredients Inc. Reduce -95.6% 0.03% −0.78
WMT Walmart Inc. Reduce -51.5% 0.40% −0.66
GILD Gilead Sciences Inc. Reduce -40.0% 0.56% −0.65
PFE Pfizer Inc. Reduce -90.6% 0.04% −0.60
DIS The Walt Disney Co. Reduce -78.5% 0.13% −0.60
BRK.B Berkshire Hathaway Inc. Class B Reduce -74.0% 0.16% −0.53
CVX Chevron Corp. Reduce -66.8% 0.13% −0.45
CAH Cardinal Health Inc. Reduce -86.5% 0.07% −0.45
AAPL Apple Inc. Reduce -9.5% 3.30% −0.44
JNJ Johnson & Johnson Reduce -34.6% 0.57% −0.41
NEM Newmont Corp. Reduce -17.6% 0.62% −0.40
SYK Stryker Corp. Reduce -94.4% 0.02% −0.38
AES AES Corp. Reduce -100.0% 0.00% −0.37
GOOGL Alphabet Inc. Class A Reduce -24.1% 1.48% −0.36
CVS CVS Health Corp. Reduce -95.5% 0.02% −0.34
COIN Coinbase Global Inc. Class A Reduce -27.7% 0.33% −0.31
TDW Tidewater Inc. Reduce -6.3% 0.53% −0.30
RIG Transocean Ltd. Reduce -19.0% 0.31% −0.30
BSX Boston Scientific Corp. Reduce -52.4% 0.11% −0.28
AKAM Akamai Technologies Inc. Reduce -45.9% 0.23% −0.25
ABBV Abbvie Inc. Reduce -16.4% 1.17% −0.25
RJF Raymond James Financial Inc. Reduce -95.0% 0.01% −0.25
KMI Kinder Morgan Inc. Reduce -18.6% 0.48% −0.24
META Meta Platforms Inc. Class A Reduce -11.9% 0.68% −0.24
MKTX Marketaxess Holdings Inc. Sold out 0.00% −0.23
MDT Medtronic PLC Reduce -82.8% 0.03% −0.23
FIS Fidelity National Info Serv Reduce -14.4% 0.35% −0.23
CSCO Cisco Systems Inc. Reduce -43.8% 0.53% −0.20
MDLN Medline Inc. Class A Sold out 0.00% −0.18
OPCH Option Care Health Inc. Sold out 0.00% −0.18
PYPL PayPal Holdings Inc. Sold out 0.00% −0.18
UNP Union Pacific Corp. Sold out 0.00% −0.16
CPRT Copart Inc. Reduce -81.0% 0.02% −0.15
LNC Lincoln National Corp. Sold out 0.00% −0.15
PBR Petroleo Brasileiro-Spon ADR Reduce -3.1% 0.26% −0.14
DUOL Duolingo Reduce -99.2% 0.00% −0.14
NXT Nextpower Inc. Reduce -13.1% 0.36% −0.13
MATX Matson Inc. Sold out 0.00% −0.13
OMC Omnicom Group Reduce -12.3% 0.34% −0.13
CRUS Cirrus Logic Inc. Reduce -87.3% 0.02% −0.13
RHI Robert Half Inc. Sold out 0.00% −0.13
MO Altria Group Inc. Reduce -59.4% 0.08% −0.13
FDX FedEx Corp. Reduce -56.3% 0.06% −0.12
COR Cencora Inc. Sold out 0.00% −0.12
CCK Crown Holdings Inc. Sold out 0.00% −0.12
BMY Bristol-Myers Squibb Co. Reduce -44.0% 0.10% −0.12
CL Colgate-Palmolive Co. Reduce -17.3% 0.36% −0.12
ALNY Alnylam Pharmaceuticals Inc. Reduce -5.3% 0.32% −0.11

Portfolio Buys Q1 2026 → Q2 2026
INTC Intel Corp. Add +448.3% 2.13% +1.99
P Everpure Inc. Class A New 1.53% +1.53
MU Micron Technology Inc. Add +74.7% 1.58% +1.27
NVDA Nvidia Corp. Add +16.3% 6.77% +0.83
ARM Arm Holdings PLC-ADR Add +86.3% 0.90% +0.66
DNOW Dnow Inc. New 0.62% +0.62
TNK Teekay Tankers Ltd. Class A New 0.45% +0.45
COST Costco Wholesale Corp. Add +1166.1% 0.49% +0.44
AROC Archrock Inc. Add +222.5% 0.61% +0.42
VRSK Verisk Analytics Inc. Add +155.6% 0.75% +0.38
MRSH Marsh & McLennan Cos Add +1208.7% 0.41% +0.38
NFLX Netflix Inc. Add +321.2% 0.60% +0.38
DXCM Dexcom Inc. Add +653.0% 0.44% +0.37
MRK Merck & Co. Inc. Add +41.8% 1.61% +0.36
EW Edwards Lifesciences Corp. Add +1135.5% 0.38% +0.35
ZTS Zoetis Inc. Add +2755.6% 0.35% +0.33
LNG Cheniere Energy Inc. Add +303.6% 0.49% +0.32
BF.B Brown-Forman Corp. Class B New 0.30% +0.30
WM Waste Management Inc. Add +121.3% 0.65% +0.30
CRM Salesforce Inc. Add +65.5% 1.79% +0.28
OKTA Okta Inc. Add +16.7% 0.66% +0.28
VEEV Veeva Systems Inc. Class A Add +118.5% 0.56% +0.26
GH Guardant Health Inc. New 0.24% +0.24
FITB Fifth Third Bancorp Add +74.4% 0.52% +0.23
RPRX Royalty Pharma PLC Class A Add +1430.3% 0.24% +0.22
WDAY Workday Inc. Class A Add +4957.6% 0.21% +0.21
LLY Eli Lilly & Co. Add +5.8% 1.35% +0.20
CAT Caterpillar Inc. Add +617.7% 0.22% +0.19
EXC Exelon Corp. Add +198.3% 0.31% +0.18
FSLR First Solar Inc. Add +27.2% 0.75% +0.17
ADM Archer-Daniels-Midland Co. Add +58.2% 0.58% +0.17
VST Vistra Corp. New 0.17% +0.17
TER Teradyne Inc. Add +869.4% 0.17% +0.16
STX Seagate Technology Holdings Add +17.2% 0.26% +0.15
TRGP Targa Resources Corp. New 0.15% +0.15
TROW T Rowe Price Group Inc. Add +107.1% 0.26% +0.15
SN Sharkninja Inc. Add +12218.4% 0.14% +0.14
TFC Truist Financial Corp. Add +406.6% 0.18% +0.14
T AT&T Inc. Add +393.4% 0.21% +0.14
WMB Williams Cos Inc. Add +142.3% 0.26% +0.14
GWW WW Grainger Inc. Add +4836.8% 0.14% +0.13
ADPT Adaptive Biotechnologies New 0.13% +0.13
EL Estee Lauder Companies Class A Add +41.6% 0.52% +0.13
OKE Oneok Inc. Add +146.5% 0.25% +0.13
CRWD CrowdStrike Holdings Inc. Class A Add +2.1% 0.30% +0.12
NTRA Natera Inc. New 0.12% +0.12
ANET Arista Networks Inc. Add +23.0% 0.38% +0.12
CBOE Cboe Global Markets Inc. Add +1626.7% 0.12% +0.11
ETN Eaton Corp. PLC Add +20.6% 0.60% +0.11
V Visa Inc. Class A Add +32.4% 0.48% +0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 446$3.3BNVDA, MSFT, AAPL, AMAT, AMZN
Q1 2026 462$2.8BNVDA, MSFT, AAPL, AMZN, ADSK
Q4 2025Amended 435$2.8BNVDA, MSFT, AAPL, AMAT, AMZN