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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Fideuram - Intesa Sanpaolo Private Banking S.P.A. reported 462 stock positions worth $2.8 billion. Its top holding was Nvidia (NVDA) at 5.9% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Apple (AAPL, 3.7%). Compared with Q4 2025, it opened 81 new positions, sold out of 55, added to 177 and reduced 158. The biggest buy was Accenture Class A (ACN, shares +380%) and the biggest sale Applied Materials (AMAT, shares −50%).

Most Recent 13F
Q2 2026
Location
TURIN, L6
CIK
0001280487
Portfolio Value
$2.8B (Q1 2026)
SEC Filing
0001280487-26-000007 ↗ filed Apr 27, 2026

Holdings Value

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

Holdings 462 stocks · $2.8B
NVDA Nvidia Corp. 5.94% 969,188 $169.0M Reduce -4.0%
MSFT Microsoft Corp. 4.53% 348,349 $128.9M Add +11.6%
AAPL Apple Inc. 3.74% 419,485 $106.5M Add +2.6%
AMZN Amazon.com Inc. 2.54% 347,463 $72.4M Add +3.1%
ADSK Autodesk Inc. 2.03% 241,449 $57.8M Add +67.2%
AMAT Applied Materials Inc. 1.99% 165,726 $56.6M Reduce -50.1%
GOOGL Alphabet Inc. Class A 1.84% 181,783 $52.3M Add +9.0%
ACN Accenture PLC Class A 1.62% 232,802 $46.2M Add +379.9%
AVGO Broadcom Inc. 1.56% 143,269 $44.3M Add +20.4%
TXN Texas Instruments Inc. 1.51% 221,898 $43.1M Add +21.2%
CRM Salesforce Inc. 1.51% 229,576 $42.9M Add +74.8%
ABBV Abbvie Inc. 1.42% 185,761 $40.4M Add +16.4%
XOM Exxon Mobil Corp. 1.31% 219,980 $37.3M Add +23.2%
MRK Merck & Co. Inc. 1.24% 293,491 $35.3M Add +49.1%
GILD Gilead Sciences Inc. 1.21% 247,719 $34.5M Reduce -40.1%
JPM JPMorgan Chase & Co. 1.17% 113,536 $33.4M Add +8.9%
LLY Eli Lilly & Co. 1.15% 35,460 $32.6M Add +5.9%
WMT Walmart Inc. 1.06% 241,784 $30.0M Reduce -37.4%
NEM Newmont Corp. 1.02% 268,416 $29.1M Add +22.4%
JNJ Johnson & Johnson 0.97% 113,380 $27.7M Add +34.5%
NEE Nextera Energy Inc. 0.95% 290,881 $27.0M Reduce -18.9%
META Meta Platforms Inc. Class A 0.91% 45,314 $25.9M Add +33.1%
GOOG Alphabet Inc. Class C 0.84% 83,732 $24.0M Add +12.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.83% 486,205 $23.7M Reduce -19.1%
TDW Tidewater Inc. 0.83% 282,838 $23.6M Add +631.6%
BE Bloom Energy Corp. Class A 0.83% 174,200 $23.6M Add +16.1%
DAR Darling Ingredients Inc. 0.80% 369,421 $22.8M Reduce -25.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.73% 216,584 $20.9M Reduce -4.2%
CSCO Cisco Systems Inc. 0.72% 265,359 $20.6M Add +3.0%
KMI Kinder Morgan Inc. 0.72% 613,814 $20.6M Reduce -22.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.71% 171,017 $20.3M Add +79.5%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 41,258 $19.8M Add +9.0%
PFE Pfizer Inc. 0.65% 657,881 $18.5M Add +754.9%
COIN Coinbase Global Inc. Class A 0.64% 105,048 $18.3M Add +158.3%
BRKR Bruker Corp. 0.61% 482,859 $17.4M New
RIG Transocean Ltd. 0.61% 2,597,366 $17.2M Add +358.8%
WBI Waterbridge Infrastruc Class A 0.60% 641,861 $17.2M New
CVX Chevron Corp. 0.58% 80,415 $16.6M Reduce -4.5%
FSLR First Solar Inc. 0.58% 83,772 $16.5M Add +0.5%
FIS Fidelity National Info Serv 0.57% 348,766 $16.4M Add +35.9%
AMGN Amgen Inc. 0.57% 46,275 $16.3M Reduce -32.5%
UNH Unitedhealth Group Inc. 0.57% 60,022 $16.2M Add +1287.2%
VRTX Vertex Pharmaceuticals Inc. 0.55% 34,991 $15.6M Add +11.9%
AWK American Water Works Co. Inc. 0.55% 114,393 $15.6M Add +220.1%
JCI Johnson Controls Internation 0.54% 117,113 $15.3M Reduce -14.6%
FIGR Figure Technology Solut Class A 0.53% 446,481 $15.2M Add +13.6%
CAH Cardinal Health Inc. 0.51% 68,898 $14.6M Reduce -42.3%
EMR Emerson Electric Co. 0.51% 109,828 $14.4M Add +25.9%
AMT American Tower Corp. 0.50% 81,826 $14.1M Add +0.8%
NXT Nextpower Inc. 0.49% 116,149 $14.0M Reduce -3.2%
C Citigroup Inc. 0.49% 122,816 $13.9M Reduce -48.2%
ETN Eaton Corp. PLC 0.49% 38,877 $13.9M Reduce -16.9%
AKAM Akamai Technologies Inc. 0.49% 120,419 $13.8M Add +106.2%
CL Colgate-Palmolive Co. 0.48% 159,969 $13.6M Reduce -13.4%
CF CF Industries Holdings Inc. 0.48% 104,732 $13.6M Reduce -29.9%
OMC Omnicom Group 0.47% 175,734 $13.2M Add +17.7%
ALNY Alnylam Pharmaceuticals Inc. 0.43% 37,025 $12.3M Add +80.8%
BORR Borr Drilling Ltd. 0.42% 2,090,315 $12.1M New
ISRG Intuitive Surgical Inc. 0.42% 25,663 $11.8M Reduce -26.8%
REGN Regeneron Pharmaceuticals 0.41% 14,975 $11.6M Reduce -35.0%
ADM Archer-Daniels-Midland Co. 0.41% 159,138 $11.6M Reduce -6.4%
PBR Petroleo Brasileiro-Spon ADR 0.40% 552,365 $11.5M Add +95.5%
SYK Stryker Corp. 0.40% 34,602 $11.4M Add +591.1%
FWONK Liberty Media Corp. Class C 0.39% 130,963 $11.1M New
CTVA Corteva Inc. 0.39% 132,291 $11.1M Reduce -7.3%
BSX Boston Scientific Corp. 0.39% 176,421 $11.1M Add +96.0%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.39% 154,096 $11.1M Reduce -17.0%
PANW Palo Alto Networks Inc. 0.39% 68,773 $11.0M Add +17.6%
XYL Xylem Inc. 0.38% 91,015 $10.9M Add +3.3%
PHM Pultegroup Inc. 0.38% 92,146 $10.8M Reduce -32.3%
ENPH Enphase Energy Inc. 0.38% 286,190 $10.8M Add +7.4%
OKTA Okta Inc. 0.38% 137,420 $10.8M Add +6.1%
V Visa Inc. Class A 0.37% 35,185 $10.6M Add +8.7%
UBER Uber Technologies Inc. 0.37% 146,108 $10.5M Reduce -1.5%
AES AES Corp. 0.37% 741,059 $10.4M Add +0.8%
ZM Zoom Communications Inc. 0.36% 129,176 $10.4M Reduce -20.5%
CVS CVS Health Corp. 0.36% 144,314 $10.4M Add +28.6%
VRSK Verisk Analytics Inc. 0.36% 54,147 $10.3M Add +239.4%
WM Waste Management Inc. 0.36% 44,034 $10.1M Add +33.7%
LIN Linde PLC 0.34% 19,498 $9.7M Add +24.6%
VZ Verizon Communications Inc. 0.34% 190,265 $9.6M Reduce -76.8%
AMD Advanced Micro Devices 0.33% 45,886 $9.3M Add +51.5%
DE Deere & Co. 0.33% 16,478 $9.3M Add +44.3%
PRMB Primo Brands Corp. 0.32% 482,493 $9.1M Add +91.5%
HIW Highwoods Properties Inc. 0.32% 422,632 $9.0M Add +44.2%
MSI Motorola Solutions Inc. 0.31% 20,485 $8.9M Add +21.5%
MU Micron Technology Inc. 0.31% 26,146 $8.8M Add +42.5%
RF Regions Financial Corp. 0.31% 334,544 $8.7M Reduce -1.5%
VEEV Veeva Systems Inc. Class A 0.30% 47,960 $8.4M Reduce -24.8%
FCX Freeport-McMoran Inc. 0.29% 141,457 $8.3M Reduce -18.9%
PNR Pentair PLC 0.29% 93,833 $8.2M Reduce -3.2%
CCJ Cameco Corp. 0.29% 75,091 $8.2M Reduce -15.6%
FITB Fifth Third Bancorp 0.29% 174,582 $8.1M Add +23.0%
RACE Ferrari NV 0.28% 23,241 $7.9M Add +19935.3%
COF Capital One Financial Corp. 0.28% 42,981 $7.8M Add +117.7%
ANET Arista Networks Inc. 0.26% 60,730 $7.5M Reduce -20.5%
MDT Medtronic PLC 0.26% 86,020 $7.5M Reduce -1.3%
BG Bunge Global SA 0.26% 57,947 $7.4M Reduce -10.8%
RJF Raymond James Financial Inc. 0.26% 50,839 $7.4M Reduce -27.2%
APTV Aptiv PLC 0.26% 104,737 $7.3M Reduce -12.0%

Show all 462 holdings

Portfolio Sells Q4 2025 → Q1 2026
AMAT Applied Materials Inc. Reduce -50.1% 1.99% −1.08
VZ Verizon Communications Inc. Reduce -76.8% 0.34% −0.86
NVDA Nvidia Corp. Reduce -4.0% 5.94% −0.83
WMB Williams Cos Inc. Reduce -87.3% 0.12% −0.69
CMI Cummins Inc. Reduce -100.0% 0.00% −0.63
GILD Gilead Sciences Inc. Reduce -40.1% 1.21% −0.61
C Citigroup Inc. Reduce -48.2% 0.49% −0.51
WMT Walmart Inc. Reduce -37.4% 1.06% −0.49
AXIAY Axia Energia-ADR Reduce -100.0% 0.00% −0.45
EG Everest Group Ltd. Reduce -82.5% 0.09% −0.44
TSM Taiwan Semiconductor-SP ADR Reduce -100.0% 0.00% −0.41
OHI Omega Healthcare Investors Sold out 0.00% −0.38
CAH Cardinal Health Inc. Reduce -42.3% 0.51% −0.37
BAC Bank of America Corp. Reduce -19.1% 0.83% −0.35
WST West Pharmaceutical Services Sold out 0.00% −0.34
CFLT Confluent Inc. Class A Sold out 0.00% −0.33
APD Air Products & Chemicals Inc. Reduce -98.3% 0.01% −0.33
KO The Coca-Cola Co. Reduce -72.0% 0.14% −0.32
EL Estee Lauder Companies Class A Reduce -17.0% 0.39% −0.31
STVN Stevanato Group SPA Reduce -89.2% 0.02% −0.31
TMO Thermo Fisher Scientific Inc. Reduce -45.0% 0.25% −0.30
ISRG Intuitive Surgical Inc. Reduce -26.8% 0.42% −0.30
AMGN Amgen Inc. Reduce -32.5% 0.57% −0.23
REGN Regeneron Pharmaceuticals Reduce -35.0% 0.41% −0.23
VEEV Veeva Systems Inc. Class A Reduce -24.8% 0.30% −0.22
IONS Ionis Pharmaceuticals Inc. Reduce -55.4% 0.14% −0.20
PHM Pultegroup Inc. Reduce -32.3% 0.38% −0.19
CEG Constellation Energy Sold out 0.00% −0.19
DHR Danaher Corp. Reduce -48.0% 0.14% −0.19
DIS The Walt Disney Co. Reduce -4.2% 0.73% −0.19
ANDE The Andersons Inc. Sold out 0.00% −0.19
COR Cencora Inc. Reduce -54.1% 0.12% −0.17
LRCX Lam Research Corp. Reduce -59.4% 0.16% −0.16
RPRX Royalty Pharma PLC Class A Reduce -92.8% 0.02% −0.16
CRWD CrowdStrike Holdings Inc. Class A Reduce -33.2% 0.18% −0.15
FOXA Fox Corp. Class A Sold out 0.00% −0.15
RJF Raymond James Financial Inc. Reduce -27.2% 0.26% −0.14
ADBE Adobe Inc. Reduce -63.4% 0.05% −0.14
ZM Zoom Communications Inc. Reduce -20.5% 0.36% −0.14
VKTX Viking Therapeutics Inc. Reduce -69.6% 0.05% −0.13
FNB FNB Corp. Sold out 0.00% −0.13
PINS Pinterest Inc. Class A Reduce -99.3% 0.00% −0.13
SNPS Synopsys Inc. Sold out 0.00% −0.12
MLI Mueller Industries Inc. Reduce -71.3% 0.05% −0.12
WU Western Union Co. Sold out 0.00% −0.12
AXICY Axia Energia-ADR Pref C Reduce -100.0% 0.00% −0.11
COHR Coherent Corp. Sold out 0.00% −0.10
ADT Adt Inc. Sold out 0.00% −0.10
ANET Arista Networks Inc. Reduce -20.5% 0.26% −0.10
TJX TJX Companies Inc. Reduce -53.1% 0.09% −0.10

Portfolio Buys Q4 2025 → Q1 2026
ACN Accenture PLC Class A Add +379.9% 1.62% +1.15
TDW Tidewater Inc. Add +631.6% 0.83% +0.76
BRKR Bruker Corp. New 0.61% +0.61
WBI Waterbridge Infrastruc Class A New 0.60% +0.60
PFE Pfizer Inc. Add +754.9% 0.65% +0.58
XOM Exxon Mobil Corp. Add +23.2% 1.31% +0.54
RIG Transocean Ltd. Add +358.8% 0.61% +0.52
UNH Unitedhealth Group Inc. Add +1287.2% 0.57% +0.52
MRK Merck & Co. Inc. Add +49.1% 1.24% +0.50
ADSK Autodesk Inc. Add +67.2% 2.03% +0.49
BORR Borr Drilling Ltd. New 0.42% +0.42
FWONK Liberty Media Corp. Class C New 0.39% +0.39
AWK American Water Works Co. Inc. Add +220.1% 0.55% +0.38
TXN Texas Instruments Inc. Add +21.2% 1.51% +0.37
BE Bloom Energy Corp. Class A Add +16.1% 0.83% +0.36
JNJ Johnson & Johnson Add +34.5% 0.97% +0.35
SYK Stryker Corp. Add +591.1% 0.40% +0.34
BNY Bank of New York Mellon Corp. Add +79.5% 0.71% +0.32
COIN Coinbase Global Inc. Class A Add +158.3% 0.64% +0.31
AKAM Akamai Technologies Inc. Add +106.2% 0.49% +0.30
PBR Petroleo Brasileiro-Spon ADR Add +95.5% 0.40% +0.28
RACE Ferrari NV Add +19935.3% 0.28% +0.27
CRM Salesforce Inc. Add +74.8% 1.51% +0.26
NEM Newmont Corp. Add +22.4% 1.02% +0.23
VRSK Verisk Analytics Inc. Add +239.4% 0.36% +0.23
NKE Nike Inc. Class B Add +2484.4% 0.21% +0.20
GM General Motors Co. Add +32114.8% 0.20% +0.20
AROC Archrock Inc. New 0.19% +0.19
NU Nu Holdings Ltd./Cayman Isl-A Add +559.0% 0.23% +0.19
MDLN Medline Inc. Class A New 0.18% +0.18
RL Ralph Lauren Corp. New 0.18% +0.18
OPCH Option Care Health Inc. New 0.18% +0.18
INCY Incyte Corp. New 0.17% +0.17
PRMB Primo Brands Corp. Add +91.5% 0.32% +0.17
ARM Arm Holdings PLC-ADR Add +96.0% 0.24% +0.15
CRUS Cirrus Logic Inc. Add +469333.3% 0.14% +0.14
UNP Union Pacific Corp. Add +675.0% 0.16% +0.14
ALNY Alnylam Pharmaceuticals Inc. Add +80.8% 0.43% +0.14
DE Deere & Co. Add +44.3% 0.33% +0.14
CPRT Copart Inc. Add +362.4% 0.18% +0.13
RHI Robert Half Inc. New 0.13% +0.13
INTC Intel Corp. Add +591.1% 0.14% +0.13
TSN Tyson Foods Inc. Class A New 0.13% +0.13
MU Micron Technology Inc. Add +42.5% 0.31% +0.12
PK Park Hotels & Resorts Inc. New 0.11% +0.11
BABA Alibaba Group Holding-SP ADR Add +6498.5% 0.11% +0.11
NRG NRG Energy Inc. New 0.11% +0.11
TRMB Trimble Inc. New 0.11% +0.11
BMY Bristol-Myers Squibb Co. Add +81.1% 0.22% +0.11
ABBV Abbvie Inc. Add +16.4% 1.42% +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