Intesa Sanpaolo Wealth Management has filed a restatement of its Form 13F-HR for the period ending June 30, 2026. The filing, submitted on November 12, 2026, updates the firm's previously reported equity portfolio.
The report lists Riccardo De Giorgi, the Deputy Chief Compliance Officer, as the authorized signatory for the Luxembourg-based filer. The document details a portfolio consisting of 309 individual securities.
The holdings include a diverse mix of large-cap technology companies, such as Microsoft, Apple, Amazon, and Alphabet. The portfolio also holds significant positions in financial institutions, including JPMorgan Chase & Co. and Bank of America. Additionally, the filing lists stakes in energy companies like Exxon Mobil and Chevron, as well as consumer staples and healthcare firms such as Procter & Gamble, Johnson & Johnson, and Eli Lilly.
The filing does not provide specific dollar values or percentage allocations for the positions, only the number of shares held for each security.
