IU
| |
Itau Unibanco Holding S.A.13F | |
| Itau Unibanco Holding S.A. | |
| Last update 2025-05-15 | 378 Stocks (84 new) |
| Value $2.62 Bil | Turnover 32 % |
Itau Unibanco Holding S.A. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 445,877 | 249,420.0 | -48.62% | 9.530 | -7.70% | 0.040 | +19.62% | +7.94% | 648,846.5 | ||
VOO | Vanguard S&P 500 ETF | 393,640 | 202,300.0 | +8.76% | 7.730 | +0.62% | 0.030 | +19.34% | +7.26% | 658,032.1 | ||
PBR.A | Petroleo Brasileiro SA Petrobras | 12,233,480 | 156,940.0 | -5.95% | 5.990 | -0.28% | 0.190 | +7.33% | +0.41% | 76,210.7 | Oil & Gas | |
ITUB | Itau Unibanco Holding SA | 21,455,970 | 114,600.0 | +11.34% | 4.380 | +0.45% | 0.200 | +9.00% | +49.96% | 68,046.9 | Banks | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 1,092,068 | 113,300.0 | New Holding | 4.330 | +4.33% | 1.100 | +0.48% | +0.57% | 11,321.9 | ||
BAP | Credicorp Ltd | 600,541 | 107,810.0 | -65.02% | 4.120 | -5.90% | 0.760 | +27.24% | +32.76% | 18,286.0 | Banks | |
GOVT | iShares U.S. Treasury Bond ETF | 4,675,695 | 107,470.0 | +7,637.63% | 4.100 | +4.05% | 0.390 | +0.33% | -0.72% | 27,528.3 | ||
FMX |
Fomento Economico Mexicano SAB de CV
Fomento Economico Mexicano SAB de CV
| 1,112,036 | 106,140.0 | +105.40% | 4.050 | +2.08% | 0.060 | -3.78% | +20.89% | 34,150.3 | Beverages - Alcoholic | |
KOF | Coca-Cola Femsa SAB de CV | 1,004,136 | 88,630.0 | New Holding | 3.390 | +3.39% | 0.480 | -7.37% | +16.17% | 18,615.2 | Beverages - Non-Alcoholic | |
PBR | Petroleo Brasileiro SA Petrobras | 6,147,013 | 86,980.0 | -67.81% | 3.320 | -5.14% | 0.100 | +9.73% | +0.37% | 76,210.7 | Oil & Gas |
Itau Unibanco Holding S.A.'s Historical Top Holdings Breakdowns
Itau Unibanco Holding S.A.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -7.70% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -48.62% | 445,877 | -421,888 | |
BAP | Credicorp Ltd | 2025-03-31 | Reduce Reduce | -5.90% | 178.97 ($185.61) 197.4 | $230.40 | 24.13% | Reduce -65.02% | 600,541 | -1,116,236 | |
PBR | Petroleo Brasileiro SA Petrobras | 2025-03-31 | Reduce Reduce | -5.14% | 12.61 ($13.79) 14.92 | $12.26 | -11.09% | Reduce -67.81% | 6,147,013 | -12,951,353 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | New Buy New Buy | +4.33% | 97.25 ($101.36) 104.79 | $100.11 | -1.23% | New holding | 1,092,068 | 1,092,068 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Add Add | +4.05% | 22.25 ($22.67) 23 | $22.82 | 0.64% | Add 7637.63% | 4,675,695 | 4,615,267 | |
AMX | America Movil SAB de CV | 2025-03-31 | Reduce Reduce | -3.78% | 13.67 ($14.33) 15.28 | $17.00 | 18.63% | Reduce -93.57% | 401,896 | -5,852,836 | |
KOF | Coca-Cola Femsa SAB de CV | 2025-03-31 | New Buy New Buy | +3.39% | 74.5 ($82.95) 92.3 | $88.61 | 6.82% | New holding | 1,004,136 | 1,004,136 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | Add Add | +2.22% | 63.07 ($68.94) 73.5 | $77.99 | 13.13% | Add 6777.34% | 840,617 | 828,394 | |
FMX |
Fomento Economico Mexicano SAB de CV
Fomento Economico Mexicano SAB de CV
| 2025-03-31 | Add Add | +2.08% | 81.23 ($90.51) 100.59 | $98.43 | 8.75% | Add 105.4% | 1,112,036 | 570,640 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.60% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -63.06% | 70,949 | -121,132 |
Itau Unibanco Holding S.A. Total Holding History ($B)
Itau Unibanco Holding S.A.'s Asset Allocation
Itau Unibanco Holding S.A. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Itau Unibanco Holding S.A.'s Hypothetical Growth since 2025-03-31
Itau Unibanco Holding S.A.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Itau Unibanco Holding S.A.'s Holdings Heat Map
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Itau Unibanco Holding S.A.'s Holdings Bubble Chart
Itau Unibanco Holding S.A. News
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