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CIK: 0001132597
Total reported value
$5.3B
$5.3B
343 檔
15.8%
During the Q2 2024 filing period, Itau Unibanco Holding S.A. (CIK: 0001132597) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 343 reported positions.
During Q2 2024, Itau Unibanco Holding S.A.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.61% | +3.50% | -3.08% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.51% | -5.16% | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.95% | +1.62% | -28.03% | |
| 4 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 5.50% | -0.19% | +2.27% | |
| 5 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 5.47% | -0.58% | -5.56% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.72% | -0.04% | EXIT | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.29% | -1.36% | -1.11% | |
| 8 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 3.95% | -0.60% | +1.69% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | +0.15% | +107.84% | |
| 10 | BAP | Credicorp Ltd. | Stock-Financials | 3.04% | +2.81% | NEW | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.63% | -2.69% | +4.45% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.07% | -14.34% | |
| 13 | VALE | Vale Sa-sp Adr | Stock-Materials | 2.40% | -2.22% | +10.39% | |
| 14 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 2.37% | -0.77% | -26.68% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.19% | -1.88% | -1.53% | |
| 16 | BBD | Banco Bradesco-adr | Stock-Other | 2.12% | -1.35% | +17.53% | |
| 17 | ASR | Grupo Aeroportuario Sur-adr | Stock-Other | 1.76% | — | -1.36% | |
| 18 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 1.72% | -0.34% | EXIT | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.22% | -0.31% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.13% | +42.48% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.01% | — | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.39% | -1.15% | +2392.82% | |
| 23 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 1.14% | -5.92% | -74.76% | |
| 24 | ✓ | Despegar.com CORP | Stock-Other | 1.08% | — | +106.96% | |
| 25 | URA | Global X Uranium ETF | ETF-Other | 0.94% | -0.01% | EXIT | |
| 26 | AMX | America Movil Sab De Cv | Stock-Other | 0.85% | -0.97% | +31.40% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | -0.02% | — | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.77% | -0.03% | — | |
| 29 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.75% | +0.36% | -51.54% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.17% | +517.72% | |
| 31 | SNOW | Snowflake Inc | Stock-Tech | 0.69% | — | +22309.86% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.05% | +620.94% | |
| 33 | STNE | StoneCo Ltd. | Stock-Other | 0.61% | +0.01% | +327.15% | |
| 34 | IVZ | Invesco Ltd. | Stock-Financials | 0.59% | — | — | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.54% | -0.17% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | +0.55% | -27.94% | |
| 37 | NU | Nu Holdings Ltd. | Stock-Financials | 0.48% | +3.70% | +59.95% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.44% | +0.37% | — | |
| 39 | ✓ | Invesco Exchange Traded Fd T | Stock-Other | 0.41% | — | — | |
| 40 | TIMB | Tim Sa-adr | Stock-Other | 0.40% | — | +90.80% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | EXIT | |
| 42 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.31% | -0.15% | EXIT | |
| 43 | UPS | United Parcel Service, Inc. | Stock-Industrials | 0.29% | — | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.29% | — | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.27% | -0.22% | — | |
| 46 | SUZ | Suzano SA - Spon Adr | Stock-Other | 0.27% | -0.12% | -59.91% | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.26% | — | — | |
| 48 | DELL | Dell Technologies Inc. | Stock-Tech | 0.24% | — | — | |
| 49 | GLOB | Globant S.A. | Stock-Tech | 0.23% | — | +3414.27% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.03% | — |
According to official SEC Form 13F filings, Itau Unibanco Holding S.A. reported a total U.S. public equity portfolio value of $5.3B across 343 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, TSM) accounted for 15.8% of total reported equity market value during Q2 2024.
During Q2 2024, Itau Unibanco Holding S.A.'s top holdings by market value included SPY (10.6%)、VOO (6.5%)、TSM (6.0%). The largest single position, SPY, represented 10.6% of total portfolio value.
In Q2 2024, Itau Unibanco Holding S.A. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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