Fideuram - Intesa Sanpaolo Private Banking S.p.a portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 22, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Fideuram - Intesa Sanpaolo Private Banking S.p.a reported a $3.5 bn portfolio of 441 companies (442 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are NVDA, MSFT, AAPL. During the quarter it opened Grail and PayPal Holdings and exited Okta and WaterBridge Infrastructure.
Sections with a free account
What changed this quarter
463 positions with a change (78 new, 162 added to, 140 trimmed, 83 sold); also, 1 entered through an IPO. 8 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Berkshire Hathaway+482%more sharesIncreased0.2% → 0.9%
- Texas Instruments−42%fewer sharesReduced1.9% → 1.0%
- Okta−0.6 ppof portfolioSold out0.7% → —
- Grail+0.6 ppof portfolioNew— → 0.6%
- PayPal Holdings+0.6 ppof portfolioNew— → 0.6%
- Bloom Energy−60%fewer sharesReduced1.1% → 0.4%
- Sibanye Stillwater+0.6 ppof portfolioNew— → 0.6%
- WaterBridge Infrastructure−0.5 ppof portfolioSold out0.6% → —
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA7.5%
- MicrosoftMSFT5.3%
- AppleAAPL3.5%
- SalesforceCRM2.6%
- Amazon.comAMZN2.6%
- AlphabetGOOGL · GOOG2.5%
- EverpureP2.0%
- Applied MaterialsAMAT1.8%
- IntelINTC1.6%
- BroadcomAVGO1.5%
- Micron TechnologyMU1.5%
- JPMorgan ChaseJPM1.3%
- MerckMRK1.3%
- Eli LillyLLY1.1%
- Texas InstrumentsTXN1.0%
Portfolio by sector
- ● Information Technology 42%
- ● Health Care 14%
- ● Financials 10%
- ● Industrials 9%
- ● Consumer Discretionary 6%
- ● Communication Services 5%
- ● Energy 4%
- ● Consumer Staples 4%
- ● Materials 3%
- ● Real Estate 2%
- ● Utilities 2%
13F filings with amendments or confidential positions
- 13F Q4 2025 ↗filed Feb 6, 2026Amendment of Feb 9, 2026 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it has fewer than 8 quarters of history; its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Leon G CoopermanFamily office · $3.5 bn
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- Voyager Global ManagementInvestment firm · $3.6 bn
- Hyperion Asset ManagementInvestment firm · $3.7 bn