Q3 2026 13F · SEC CIK 1280487

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

Investment managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.5B
Reported positions: 442
Holdings vs S&P 500, 3 yrs: —
Average holding period: 4 qtrs

Fideuram - Intesa Sanpaolo Private Banking S.p.a. is an investment manager that reported 442 positions worth $3.5B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 7.5%), Microsoft Corp (MSFT, 5.3%), Apple Inc (AAPL, 3.5%).

Fideuram - Intesa Sanpaolo Private Banking S.p.a. holdings largest 50 of 442 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.5%	6.8%	1,157,709	+2.8%	$264.4M
MSFTMicrosoft Corp	5.3%	3.9%	363,072	+3.3%	$186.2M
AAPLApple Inc	3.5%	3.3%	370,365	-2.4%	$123.3M
CRMSalesforce Inc	2.6%	1.8%	392,489	+3.3%	$90.1M
AMZNAmazon Com Inc	2.6%	2.6%	359,971	+0.2%	$89.7M
PSTGEverpure Inc	2.0%	1.5%	530,954	-18.0%	$69.4M
AMATApplied Matls Inc	1.8%	2.7%	124,726	-1.0%	$63.8M
INTCIntel Corp	1.6%	2.1%	475,281	-6.5%	$57.1M
AVGOBroadcom Inc	1.5%	1.5%	153,210	+13.3%	$53.8M
MUMicron Technology Inc	1.5%	1.6%	50,092	+9.7%	$53.4M
GOOGLAlphabet Inc	1.5%	1.5%	154,044	+11.6%	$53.0M
JPMJpmorgan Chase & Co	1.3%	1.2%	134,605	+11.4%	$44.5M
MRKMerck & Co Inc	1.3%	1.6%	303,382	-27.1%	$44.1M
LLYEli Lilly & Co	1.1%	1.4%	34,162	-8.9%	$39.5M
TXNTexas Instrs Inc	1.0%	1.9%	126,174	-41.9%	$35.3M
ABBVAbbvie Inc	1.0%	1.2%	131,410	-15.3%	$34.4M
ADSKAutodesk Inc	1.0%	0.9%	163,306	+4.0%	$34.1M
GOOGAlphabet Inc	0.9%	0.9%	96,417	+8.7%	$32.9M
GILDGilead Sciences Inc	0.9%	0.6%	209,283	+40.8%	$31.2M
BRK-BBerkshire Hathaway Inc Del	0.9%	—	62,348	—	$31.0M
VVisa Inc	0.8%	—	78,222	—	$28.1M
ETNEaton Corp PLC	0.8%	0.6%	64,283	+37.2%	$27.6M
BNYBank of Ny Mellon Corp	0.8%	0.8%	190,050	+4.0%	$27.5M
XOMExxonmobil Holdings Corp	0.8%	—	165,981	—	$27.0M
METAMeta Platforms Inc	0.8%	0.7%	37,046	-7.2%	$26.9M
VEEVVeeva Sys Inc	0.8%	0.6%	92,078	-12.1%	$26.3M
PANWPalo Alto Networks Inc	0.7%	0.7%	65,933	-2.5%	$26.2M
NOWServicenow Inc	0.7%	—	193,234	—	$25.9M
NEMNewmont Corp	0.7%	0.6%	215,557	-2.5%	$24.9M
ARMArm Holdings PLC	0.7%	0.9%	84,909	+0.7%	$24.6M
AMGNAmgen Inc	0.7%	0.6%	55,748	-3.9%	$23.5M
EMREmerson Elec Co	0.7%	0.6%	148,205	+11.9%	$23.0M
COINCoinbase Global Inc	0.6%	—	119,353	—	$22.2M
AMDAdvanced Micro Devices Inc	0.6%	—	36,161	—	$22.1M
NFLXNetflix Inc.	0.6%	0.6%	317,000	+13.0%	$22.1M
GRALGRAIL, Inc.	0.6%	—	155,762	—	$21.8M
PYPLPaypal Hldgs Inc	0.6%	—	407,933	—	$21.4M
VRTXVertex Pharmaceuticals Inc	0.6%	0.6%	40,454	+4.4%	$21.1M
DELLDell Technologies Inc	0.6%	—	39,299	—	$21.1M
FSLRFirst Solar Inc	0.6%	0.8%	120,495	+13.1%	$21.1M
JNJJohnson & Johnson	0.6%	0.6%	78,491	+5.8%	$20.8M
WYWeyerhaeuser Company Com New REIT	0.6%	—	1,090,292	—	$20.8M
ANETArista Networks Inc	0.6%	—	101,226	—	$20.6M
SBSWSibanye Stillwater Ltd	0.6%	—	1,944,630	—	$19.9M
ZTSZoetis Inc	0.5%	—	265,022	—	$18.5M
TNKTeekay Tankers Ltd	0.5%	—	189,570	—	$18.4M
WMWaste Mgmt Inc Del	0.5%	0.7%	89,285	-8.4%	$18.2M
DNOWDnow Inc (DNOW)	0.5%	0.6%	1,126,644	-28.8%	$17.5M
ELLauder Estee Cos Inc	0.5%	0.5%	187,618	-14.0%	$17.4M
CCitigroup Inc	0.5%	0.5%	130,713	+0.5%	$16.9M

What Fideuram - Intesa Sanpaolo Private Banking S.p.a. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GILD Gilead Sciences Inc+40.8% shares
ETN Eaton Corp PLC+37.2% shares
AVGO Broadcom Inc+13.3% shares
FSLR First Solar Inc+13.1% shares
NFLX Netflix Inc.+13.0% shares
EMR Emerson Elec Co+11.9% shares
GOOGL Alphabet Inc+11.6% shares
JPM Jpmorgan Chase & Co+11.4% shares

Reduced

TXN Texas Instrs Inc-41.9% shares
DNOW Dnow Inc (DNOW)-28.8% shares
MRK Merck & Co Inc-27.1% shares
PSTG Everpure Inc-18.0% shares
ABBV Abbvie Inc-15.3% shares
EL Lauder Estee Cos Inc-14.0% shares
VEEV Veeva Sys Inc-12.1% shares
LLY Eli Lilly & Co-8.9% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$3.5B	442
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 Q3 2026 and filed Oct 22, 2026, lists 442 positions worth $3.5B. The largest are Nvidia Corporation (NVDA) at 7.5%, Microsoft Corp (MSFT) at 5.3%, Apple Inc (AAPL) at 3.5%, Salesforce Inc (CRM) at 2.6% and Amazon Com Inc (AMZN) at 2.6%.

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

In Q3 2026, Fideuram - Intesa Sanpaolo Private Banking S.p.a. added Gilead Sciences Inc (GILD) (+40.8% shares), Eaton Corp PLC (ETN) (+37.2% shares) and Broadcom Inc (AVGO) (+13.3% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Fideuram - Intesa Sanpaolo Private Banking S.p.a. cut from its top 50 Bloom Energy Corp (BE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Bank of Amer Corp (BAC), cut from its top 50 Verisk Analytics Inc (VRSK), Texas Instrs Inc (TXN) (-41.9% shares), Dnow Inc (DNOW) (DNOW) (-28.8% shares) and Merck & Co Inc (MRK) (-27.1% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.