Eurizon Capital Sgr S.P.A. Portfolio Stock Holdings

Eurizon Capital Sgr S.P.A. disclosed 1237 stock positions valued at approximately $37.3 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.

Report Period
June 30, 2026
No. of Stocks
1237
Portfolio Value
$37.3B
Holdings by Sector
Eurizon Capital Sgr S.P.A. Portfolio Holdings in Q2 2026

1185 holdings in the latest reporting period.

Page 1 of 12
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATION NVDATechnology6.93%12,966,501-1,328,226-9.29%$2,583,529,670
APPLE INC AAPLTechnology5.26%6,813,812+344,252+5.32%$1,961,630,011
MICROSOFT CORP MSFTTechnology4.26%4,270,901+65,887+1.57%$1,589,433,408
AMAZON COM INC AMZNConsumer Cyclical3.17%4,948,499+17,340+0.35%$1,181,477,317
ALPHABET INC GOOGCommunication Services2.92%3,082,329-138,057-4.29%$1,088,107,249
ALPHABET INC GOOGLCommunication Services2.47%2,582,110+115,893+4.70%$921,099,043
BROADCOM INC AVGOTechnology2.17%2,148,456-545,473-20.25%$809,926,569
ADVANCED MICRO DEVICES INC AMDTechnology1.82%1,187,497+287,017+31.87%$680,152,997
MICRON TECHNOLOGY INC MUTechnology1.81%586,719+78,503+15.45%$675,647,506
TESLA INC TSLAConsumer Cyclical1.67%1,487,217-25,695-1.70%$623,968,231
META PLATFORMS INC METACommunication Services1.66%1,097,304+12,501+1.15%$618,068,874
INTEL CORP INTCTechnology1.47%3,997,943-1,850,450-31.64%$548,643,650
ELI LILLY & CO LLYHealthcare1.39%429,150-12,064-2.73%$517,298,475
JOHNSON & JOHNSON JNJHealthcare1.27%1,860,763-5,821-0.31%$474,571,274
VISA INC VFinancial Services1.18%1,283,733+107,359+9.13%$440,177,628
KLA CORP KLACTechnology1.14%1,439,172+1,233,077+598.31%$426,308,565
BANK OF AMER CORP BACFinancial Services1.14%7,435,391+233,785+3.25%$426,156,844
CATERPILLAR INC CATIndustrials1.08%382,287+35,235+10.15%$404,224,696
ABBVIE INC ABBVHealthcare1.03%1,515,159+17,028+1.14%$382,266,246
COCA COLA CO KOConsumer Defensive0.97%4,431,189+178,239+4.19%$361,810,968
LOWES COS INC LOWConsumer Cyclical0.93%1,570,544+277,323+21.44%$346,103,348
MARVELL TECHNOLOGY INC MRVLTechnology0.91%1,159,475+457,692+65.22%$340,853,352
MERCK & CO INC MRKHealthcare0.83%2,398,834-423,589-15.01%$308,695,812
LAM RESEARCH CORP LRCXOther0.80%690,734-391,266-36.16%$297,901,135
UNITEDHEALTH GROUP INC UNHHealthcare0.75%668,290+113,205+20.39%$278,466,892
PALO ALTO NETWORKS INC PANWTechnology0.74%815,012-99,090-10.84%$276,442,397
CITIGROUP INC CFinancial Services0.74%1,966,739-260,388-11.69%$276,403,451
THERMO FISHER SCIENTIFIC INC TMOHealthcare0.73%539,965+121,476+29.03%$271,488,657
NXP SEMICONDUCTORS N V N6596X109Other0.73%966,740-30,236-3.03%$271,214,203
FIFTH THIRD BANCORP FITBFinancial Services0.72%4,736,583+400,646+9.24%$267,543,842
INTERNATIONAL FLAVORS&FRAGRA IFFBasic Materials0.68%3,226,394+1,081,714+50.44%$254,339,992
MORGAN STANLEY MSFinancial Services0.67%1,190,383+726,155+156.42%$249,633,915
T-MOBILE US INC TMUSCommunication Services0.59%1,291,584+801,061+163.31%$218,609,040
JPMORGAN CHASE & CO JPMFinancial Services0.59%666,069-26,555-3.83%$218,412,725
INTERNATIONAL BUSINESS MACHS IBMTechnology0.58%772,109+368,276+91.20%$216,717,994
CROWDSTRIKE HLDGS INC CRWDTechnology0.57%280,680-59,098-17.39%$213,134,559
PARKER-HANNIFIN CORP PHIndustrials0.53%203,408+4,132+2.07%$198,338,617
PG&E CORP PCGUtilities0.52%11,572,384+1,818,937+18.65%$195,241,419
BOOKING HOLDINGS INC BKNGConsumer Cyclical0.52%1,077,913+1,038,110+2608.12%$192,988,958
APPLIED MATLS INC AMATTechnology0.51%264,778+4,082+1.57%$190,799,229
SERVICENOW INC NOWTechnology0.50%1,893,020+548,158+40.76%$188,218,615
CAPITAL ONE FINL CORP COFFinancial Services0.50%931,293+599,483+180.67%$187,228,662
UNION PAC CORP UNPIndustrials0.50%685,660+551,000+409.18%$186,672,953
ROCKWELL AUTOMATION INC ROKIndustrials0.50%377,661+101,695+36.85%$185,702,992
PROGRESSIVE CORP PGRFinancial Services0.48%824,643-8,957-1.07%$180,466,767
GE VERNOVA INC GEVUtilities0.48%155,106-28,624-15.58%$178,709,089
MCDONALDS CORP MCDConsumer Cyclical0.46%641,876+174,619+37.37%$173,102,191
TEXAS INSTRS INC TXNTechnology0.46%580,612+17,828+3.17%$172,732,874
LINDE PLC LINOther0.46%333,034+35,781+12.04%$172,465,950
PROCTER & GAMBLE CO PGConsumer Defensive0.45%1,150,081+153,660+15.42%$169,045,487
WALMART INC WMTConsumer Defensive0.44%1,449,508-777,541-34.91%$164,646,810
JOHNSON CONTROLS INTERNATION JCIIndustrials0.44%1,135,912-211,106-15.67%$164,088,767
FERRARI N V RACEOther0.44%439,810+221,168+101.16%$163,406,598
PHILIP MORRIS INTL INC PMConsumer Defensive0.42%862,700-264,195-23.44%$156,548,124
CISCO SYS INC CSCOTechnology0.38%1,212,135-449,224-27.04%$142,486,415
TARGET CORP TGTConsumer Defensive0.38%1,077,758+863,323+402.60%$142,015,636
HOME DEPOT INC HDConsumer Cyclical0.37%395,718-15,722-3.82%$139,519,985
CONOCOPHILLIPS COPEnergy0.37%1,332,254-269,330-16.82%$138,604,701
QUALCOMM INC QCOMTechnology0.36%714,747+143,256+25.07%$132,506,403
MASCO CORP MASIndustrials0.35%1,613,023+802,220+98.94%$131,020,406
GE AEROSPACE GEIndustrials0.35%348,120+48,865+16.33%$130,131,681
NORTHERN TR CORP NTRSFinancial Services0.34%736,797-200,071-21.36%$128,295,396
EXXON MOBIL CORP XOMEnergy0.34%936,051+198,889+26.98%$127,919,746
MONSTER BEVERAGE CORP NEW MNSTConsumer Defensive0.34%1,324,438+557,552+72.70%$127,802,606
NETFLIX INC. NFLXCommunication Services0.34%1,744,680-11,725-0.67%$125,712,839
ORACLE CORP ORCLTechnology0.33%849,344-2,078-0.24%$124,753,535
ROSS STORES INC ROSTConsumer Cyclical0.33%588,032-176,798-23.12%$124,645,068
COHERENT CORP COHRTechnology0.33%313,122-59,681-16.01%$123,323,554
HUNTINGTON BANCSHARES INC HBANFinancial Services0.33%6,876,755+4,424,347+180.41%$122,071,970
ABBOTT LABORATORIES ABTHealthcare0.33%1,335,277+553,105+70.71%$121,802,182
SHERWIN WILLIAMS CO SHWBasic Materials0.30%328,143+202,797+161.79%$112,998,438
ANALOG DEVICES INC ADITechnology0.30%282,389-104,653-27.04%$112,078,496
BAKER HUGHES COMPANY BKREnergy0.30%2,000,626-324,005-13.94%$111,357,393
GILEAD SCIENCES INC GILDHealthcare0.29%862,517+75,286+9.56%$108,982,326
MONGODB INC MDBTechnology0.29%317,898+105,005+49.32%$107,043,981
KINDER MORGAN INC DEL KMIEnergy0.28%3,253,558+311,933+10.60%$104,250,944
INTUITIVE SURGICAL INC ISRGHealthcare0.27%254,054-11,953-4.49%$101,385,800
ANTERO RESOURCES CORP AREnergy0.27%2,829,217+313,786+12.47%$98,963,828
AMGEN INC AMGNHealthcare0.26%270,033+491+0.18%$97,759,353
WESTERN DIGITAL CORP WDCTechnology0.26%151,667+41,511+37.68%$96,973,615
INTERCONTINENTAL EXCHANGE IN ICEFinancial Services0.26%777,639+38,292+5.18%$95,719,179
BERKSHIRE HATHAWAY INC DEL BRK-BFinancial Services0.25%187,719-203,738-52.05%$93,776,717
DEERE & CO DEIndustrials0.25%146,965+33,803+29.87%$93,061,732
DISNEY WALT CO DISCommunication Services0.25%943,831-297,764-23.98%$91,379,665
COSTCO WHOLESALE CORPORATION COSTConsumer Defensive0.24%95,496-45,854-32.44%$89,635,878
CROWN HLDGS INC CCKConsumer Cyclical0.24%791,955+54,603+7.41%$88,444,874
METLIFE INC METFinancial Services0.24%1,031,410+12,640+1.24%$87,760,229
MASTERCARD INCORPORATED MAFinancial Services0.23%169,500+4,985+3.03%$86,988,508
AMERICAN ELEC PWR CO INC AEPUtilities0.22%593,813+36,224+6.50%$81,363,827
CHEVRON CORPORATION CVXEnergy0.21%480,400-4,387-0.90%$79,936,951
VERIZON COMMUNICATIONS INC VZCommunication Services0.21%1,846,675+128,051+7.45%$78,801,054
DELL TECHNOLOGIES INC DELLTechnology0.21%182,475-224,624-55.18%$77,303,487
PERFORMANCE FOOD GROUP CO PFGCConsumer Defensive0.20%669,088+631,504+1680.25%$74,799,200
EATON CORP PLC ETNOther0.20%175,329-23,862-11.98%$74,433,746
BRISTOL-MYERS SQUIBB CO BMYHealthcare0.19%1,230,296-92,498-6.99%$70,986,984
AMERICAN WTR WKS CO INC NEW AWKUtilities0.19%530,059+9,790+1.88%$69,749,485
NEWMONT CORP NEMBasic Materials0.19%743,223-40,578-5.18%$69,491,884
COLGATE PALMOLIVE CO CLConsumer Defensive0.19%756,216+144,041+23.53%$69,332,365
PNC FINL SVCS GROUP INC PNCFinancial Services0.19%281,476+108,146+62.39%$69,307,555
NORTHROP GRUMMAN CORP NOCIndustrials0.19%135,682-19,267-12.43%$69,064,401