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CIK: 0001132597
Total reported value
$5.3B
$5.3B
328 檔
17.0%
At the close of Q3 2024, Itau Unibanco Holding S.A. disclosed equity holdings valued at approximately $5.3B, spread across 328 reported holdings.
Itau Unibanco Holding S.A. executed strategic sector rebalancing during Q3 2024, establishing 51 new positions while fully exiting 40 holdings and trimming 48 positions.
Showing top 200 holdings (of 328 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 | 8.34% | +3.50% | -7.56% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.68% | -5.16% | +20.58% | |
| 3 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 5.12% | -0.60% | +63.62% | |
| 4 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 4.73% | -0.19% | -9.23% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.65% | +1.62% | +112.66% | |
| 6 | VALE | Vale Sa-sp Adr | Stock-Materials | 4.64% | -2.22% | +123.38% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 3.91% | -0.04% | EXIT | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.49% | -1.36% | -2.91% | |
| 9 | BBD | Banco Bradesco-adr | Stock-Other | 3.29% | -1.35% | +56.81% | |
| 10 | BAP | Credicorp Ltd. | Stock-Financials | 2.98% | +2.81% | NEW | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.63% | +0.28% | — | |
| 12 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 2.61% | -0.58% | -37.81% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.07% | +22.18% | |
| 14 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 2.25% | -0.34% | EXIT | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.23% | -0.22% | +57.78% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.22% | -2.69% | -1.74% | |
| 17 | AMX | America Movil Sab De Cv | Stock-Other | 2.17% | -0.97% | +243.74% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.03% | -1.15% | +42.19% | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.83% | -1.88% | -1.22% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.15% | -35.74% | |
| 21 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 1.70% | -5.92% | +86.24% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.17% | +162.79% | |
| 23 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.30% | +0.36% | +54.79% | |
| 24 | SCCO | Southern Copper CORP | Stock-Materials | 1.28% | — | +115910.69% | |
| 25 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.15% | +0.45% | +606.22% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 1.09% | +1.05% | NEW | |
| 27 | NU | Nu Holdings Ltd. | Stock-Financials | 1.09% | +3.70% | +167.47% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | -0.98% | +560.59% | |
| 29 | ✓ | Despegar.com CORP | Stock-Other | 0.86% | — | +1.28% | |
| 30 | ASR | Grupo Aeroportuario Sur-adr | Stock-Other | 0.79% | — | -42.58% | |
| 31 | PAC | Grupo Aeroportuario Pac-adr | Stock-Other | 0.76% | -0.01% | EXIT | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.74% | -0.05% | +285.11% | |
| 33 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.65% | -0.01% | — | |
| 34 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.65% | — | — | |
| 35 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.64% | -0.77% | -66.03% | |
| 36 | TIMB | Tim Sa-adr | Stock-Other | 0.61% | — | +55.81% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.05% | +6.85% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.02% | +681.30% | |
| 39 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.56% | -0.15% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | -0.13% | -49.39% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.52% | — | +65275.58% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.49% | — | +353.92% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.45% | -0.17% | -5.15% | |
| 44 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.45% | +0.07% | — | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.41% | -0.20% | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.40% | +0.55% | -6.10% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | -0.18% | +9500.00% | |
| 48 | CSAN | Cosan SA -adr | Stock-Other | 0.36% | — | +142193.84% | |
| 49 | XPEV | XPeng Inc. | Stock-Other | 0.34% | +0.35% | NEW | |
| 50 | GGB | Gerdau SA -spon Adr | Stock-Other | 0.33% | +0.14% | +169.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +2.6% | NEW | New buy |
| 2 | VALE | Vale Sa-sp Adr | +2.2% | +123.38% | Add |
| 3 | AMX | America Movil Sab De Cv | +1.3% | +243.74% | Add |
| 4 | SCCO | Southern Copper CORP | +1.3% | +115910.69% | Add |
| 5 | PBR-A | Petroleo Brasil-sp Pref Adr | +1.2% | +63.62% | Add |
| 6 | BBD | Banco Bradesco-adr | +1.2% | +56.81% | Add |
| 7 | XLI | Ss Industrial Select Sector | +1.1% | NEW | New buy |
| 8 | EWZ | Ishares Msci Brazil ETF | +1% | +606.22% | Add |
| 9 | NVDA | Nvidia CORP | +0.8% | +162.79% | Add |
| 10 | PAC | Grupo Aeroportuario Pac-adr | +0.8% | NEW | New buy |
| 11 | GLD | Spdr Gold Shares | +0.8% | +560.59% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.7% | +57.78% | Add |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | +0.7% | NEW | New buy |
| 14 | FXI | Ishares China Large-cap ETF | +0.7% | NEW | New buy |
| 15 | MELI | Mercadolibre Inc | +0.6% | +42.19% | Add |
| 16 | NU | Nu Holdings Ltd. | +0.6% | +167.47% | Add |
| 17 | PBR | Petroleo Brasileiro-spon Adr | +0.6% | +86.24% | Add |
| 18 | EMBJ | Embraer Sa-spon Adr | +0.6% | +54.79% | Add |
| 19 | KOF | Coca-cola Femsa Sab-sp Adr | +0.5% | +59.77% | Add |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | +0.5% | +285.11% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +65275.58% | Add |
| 22 | KWEB | Kranesh Csi China Internet | +0.5% | NEW | New buy |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.4% | NEW | New buy |
| 24 | NOW | Servicenow Inc | +0.4% | +353.92% | Add |
| 25 | CSAN | Cosan SA -adr | +0.4% | +142193.84% | Add |
| 26 | XLK | Ss Technology Select Sector | +0.4% | +9500.00% | Add |
| 27 | XPEV | XPeng Inc. | +0.3% | NEW | New buy |
| 28 | SLV | Ishares Silver Trust | +0.3% | +12054.63% | Add |
| 29 | BBY | Best Buy Co Inc | +0.3% | +82.45% | Add |
| 30 | GD | General Dynamics CORP | +0.2% | NEW | New buy |
| 31 | TIMB | Tim Sa-adr | +0.2% | +55.81% | Add |
| 32 | VIV | Telefonica Brasil-adr | +0.2% | NEW | New buy |
| 33 | GGB | Gerdau SA -spon Adr | +0.2% | +169.98% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | +0.2% | +20.58% | Add |
| 35 | URI | United Rentals Inc | +0.2% | NEW | New buy |
| 36 | JD | Jd.com Inc-adr | +0.2% | NEW | New buy |
| 37 | FSLR | First Solar Inc | +0.2% | +11377.25% | Add |
| 38 | HON | Honeywell International Inc | +0.2% | NEW | New buy |
| 39 | YPF | Ypf S.a.-sponsored Adr | +0.2% | NEW | New buy |
| 40 | BIDU | Baidu Inc - Spon Adr | +0.2% | NEW | New buy |
| 41 | CEG | Constellation Energy | +0.1% | +833.13% | Add |
| 42 | RACE | Ferrari N.V. | +0.1% | NEW | New buy |
| 43 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 44 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 45 | OSVEUR | Vaneck Vectors Oil Services | +0.1% | NEW | New buy |
| 46 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 47 | ABEV | Ambev Sa-adr | +0.1% | NEW | New buy |
| 48 | BURL | Burlington Stores Inc | +0.1% | NEW | New buy |
| 49 | CIG | Cia Energetica De-spon Adr | +0.1% | NEW | New buy |
| 50 | CPA | Copa Holdings, S.A. | +0.1% | NEW | New buy |
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 328 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, PBR-A) accounted for 17.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLF
市值: $80.0M
Top Position Liquidated / Trimmed
TLT
前期市值: $18.8M
During Q3 2024, Itau Unibanco Holding S.A.'s top holdings by market value included SPY (8.3%)、VOO (6.7%)、PBR-A (5.1%). The largest single position, SPY, represented 8.3% of total portfolio value.
In Q3 2024, Itau Unibanco Holding S.A. made 197 total portfolio adjustments, initiating 51 new buys, adding to 58 positions, trimming 48 holdings, and fully liquidating 40 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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