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What smart money is saying about Intesa Sanpaolo SpAItaly flag

ISP.MI · Financial Services · Banks - Regional · Market cap $120.10B

1 fund in our archive has pitched Intesa Sanpaolo SpA — most recently Ariel International DM in March 2025.

Company profile

Intesa Sanpaolo S.p.A. provides various financial products and services primarily in Italy. It operates through six segments Banca dei Territori, IMI Corporate & Investment Banking, International Subsidiary Banks, Asset Management, Private Banking, and Insurance. The company offers lending and deposit products; corporate, investment banking, and public finance services; industrial credit, factoring, and leasing services; asset management solutions; life and non-life insurance products; and bancassurance and pension fund, and fiduciary services. It also provides consumer credit and E-money; wealth management and private banking services. The company serves individuals, small and medium-sized businesses, non-profit organizations, corporates and financial institutions, public administration, private clients and high net worth individuals, institutional clientele, and other customers. Intesa Sanpaolo S.p.A. is headquartered in Turin, Italy.

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Summarize with Warren AI
1
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Intesa Sanpaolo SpA1 trimmed or exited.

Fund letters reporting a position in Intesa Sanpaolo SpA, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010
Q1 20250001

Fund activity · 1 position · 1 move

  • TrimmedClearBridge Investments International Growth EAFE Strategy
    June 2026
    We took profits in U.K. bank NatWest Group and Italian bank Intesa Sanpaolo as earnings progression has slowed and to focus on companies with long-term growth drivers at more attractive valuations like Swiss investment bank and wealth manager UBS Group.
    Read the letterIntesa Sanpaolo SpA

Also mentioned · 1

These funds discuss Intesa Sanpaolo SpA — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedGuinness Pan-European Equity Income Fund
    July 2026
    Italy's largest bank, Intesa Sanpaolo, launched an unsolicited €30.6bn bid for MPS just a day after Banco BPM proposed a rival "merger of equals" with MPS.
    Read the letterIntesa Sanpaolo SpA

Fund coverage · 1 thesis

  • Ariel International DM
    March 2025

    Intesa Sanpaolo is well-positioned for organic growth and maximizing shareholder value with strong profit guidance and high return potential through capital returns.

    Read the full thesis

Read every full thesis on Intesa Sanpaolo SpA

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