arnaud briand
Intesa Sanpaolo Wealth Management
Assets Managed
$409.743M
Holdings
299
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-15.25%(2Q avg: -7.62%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Intesa Sanpaolo Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 299 positions.
Assets under management
The assets under management (AUM) of Intesa Sanpaolo Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 409.743M in assets, with a quarterly growth rate of -15.25% and a 2-quarter average growth rate of -7.62%. The portfolio is managed by arnaud briand, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MSFT Microsoft Corp
| 9.21% | $37.722M 101,905 shares@ $370.18 avg price | Increased 5.95% |
DIS Walt Disney Co The
| 5.44% | $22.253M 230,883 shares@ $96.39 avg price | Decreased -9.56% |
GOOGL Alphabet Inc-cl A
| 5.11% | $20.929M 72,783 shares@ $287.56 avg price | Increased 3.18% |
AAPL Apple Inc
| 4.61% | $18.85M 74,275 shares@ $253.79 avg price | Decreased -4.05% |
AMZN Amazon.com Inc
| 4.41% | $18.052M 86,674 shares@ $208.28 avg price | Decreased -0.18% |
PHYS Sprott Physical Gold Trust
| 4.36% | $17.835M 503,249 shares@ $35.45 avg price | Increased 149.14% |
JPM Jpmorgan Chase & Co
| 3.68% | $15.056M 51,184 shares@ $294.16 avg price | Decreased -2.76% |
NVDA Nvidia Corp
| 3.44% | $14.083M 80,753 shares@ $174.4 avg price | Increased 12.75% |
BRK.B Berkshire Hathaway Inc-cl B
| 2.87% | $11.748M 24,522 shares@ $479.1 avg price | Decreased -4.2% |
WM Waste Management Inc
| 2.18% | $8.903M 38,743 shares@ $229.8 avg price | Decreased -9.48% |
1-10 of 299