
What smart money is saying about Intesa Sanpaolo SpA
1 fund in our archive has pitched Intesa Sanpaolo SpA — most recently Ariel International DM in March 2025.
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.
Get an email when a fund writes about it
Position history
Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Intesa Sanpaolo SpA — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- TrimmedClearBridge Investments International Growth EAFE StrategyJune 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 FundJuly 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 DMMarch 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
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→