Itau Unibanco Holding S.A. Portfolio Holdings

Itau Unibanco Holding S.A.

  • $3.14 Billion
  • Q4 2024

Itau Unibanco Holding S.A. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.14 Billion distributed in 379 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $509M, Credicorp LTD with a value of $315M, Petrobras Petroleo Brasileiro Sa with a value of $246M, Vanguard Index Fds S&P 500 ETF with a value of $195M, and Petroleo Bras Ads (Ea Reptg 2 with a value of $171M.

Examining the 13F form we can see an increase of $187M in the current position value, from $2.95B to 3.14B.

Itau Unibanco Holding S.A. is based out at Sao Paulo, D5

Below you can find more details about Itau Unibanco Holding S.A. portfolio as well as his latest detailed transactions.

Portfolio value $3.14 Billion
ETFs: $1.01 Billion
Financial Services: $560 Million
Technology: $360 Million
Energy: $279 Million
Communication Services: $236 Million
Consumer Cyclical: $156 Million
Basic Materials: $143 Million
Consumer Defensive: $98.4 Million
Other: $128 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.76B
$3.23 Million 0.1% of portfolio
56,000
Q4 2024 New
$1.23B
$2.94 Million 0.09% of portfolio
1,749,042
Q4 2024 Added 13,477.41%
$1.49B
$984,000 0.03% of portfolio
207,733
Q4 2024 Reduced 38.25%
$1.31B
$369,000 0.01% of portfolio
27,430
Q3 2024 New
$908M
$306,000 0.01% of portfolio
12,447
Q4 2024 New
$768M
$16,000 0.0% of portfolio
2,430
Q4 2024 Added 179.31%
$1.04B
$20,000 0.0% of portfolio
4,191
Q4 2024 Added 144.09%
$467M
$2,000 0.0% of portfolio
303
Q4 2024 Added 18.36%
$1.81B
$46,000 0.0% of portfolio
4,161
Q4 2024 New
$1.02B
$101,000 0.0% of portfolio
47,518
Q4 2024 Added 21.02%
$1.63B
$6,000 0.0% of portfolio
161
Q4 2024 Added 15.0%
$438M
$82,000 0.0% of portfolio
49,511
Q4 2024 Added 44.13%
$387M
$18,000 0.0% of portfolio
1,440
Q4 2024 Reduced 34.01%
$625M
$1,000 0.0% of portfolio
42
Q4 2024 New
$693M
$54,000 0.0% of portfolio
1,062
Q4 2024 Added 10.4%
$398M
$20,000 0.0% of portfolio
458
Q4 2024 Reduced 58.4%

Summary

  • Portfolio
  • No. of Stocks 379
  • Current Value $3.14 Billion
  • Prior Value $2.95 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 116 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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