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CIK: 0001132597
Total reported value
$5.3B
$5.3B
368 檔
26.4%
In Q4 2024, Itau Unibanco Holding S.A.'s U.S. equity holdings reached a combined market value of $5.3B, distributed across 368 disclosed stock positions.
In Q4 2024, Itau Unibanco Holding S.A. displayed an active expansion posture, initiating 64 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 368 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 | 15.81% | +3.50% | +96.63% | |
| 2 | BAP | Credicorp Ltd. | Stock-Financials | 9.05% | +2.81% | NEW | |
| 3 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 7.57% | -5.92% | +431.97% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.07% | -5.16% | -5.83% | |
| 5 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 4.73% | -0.60% | +10.44% | |
| 6 | AMXN | America Movil-spn Adr Cl L | Stock-Other | 4.04% | — | +5514.66% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.17% | +83.35% | |
| 8 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 2.70% | -0.19% | -18.97% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.07% | +13.36% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.15% | +25.93% | |
| 11 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.02% | -1.88% | +35.66% | |
| 12 | BBD | Banco Bradesco-adr | Stock-Other | 1.96% | -1.35% | -11.99% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.22% | -15.93% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 1.57% | +0.28% | -40.86% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | +1.62% | -69.51% | |
| 16 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 1.44% | -0.58% | -32.48% | |
| 17 | SUZ | Suzano SA - Spon Adr | Stock-Other | 1.33% | -0.12% | +465.26% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.31% | -0.01% | +1696.38% | |
| 19 | VALE | Vale Sa-sp Adr | Stock-Materials | 1.29% | -2.22% | -61.01% | |
| 20 | SCCO | Southern Copper CORP | Stock-Materials | 1.26% | — | +58.62% | |
| 21 | CIBEUR | Bancolombia S.a.-spons Adr | Stock-Other | 1.04% | — | — | |
| 22 | GLOB | Globant S.A. | Stock-Tech | 0.99% | — | — | |
| 23 | PAC | Grupo Aeroportuario Pac-adr | Stock-Other | 0.95% | -0.01% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.13% | +59.81% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.78% | NEW | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | -0.05% | +18.77% | |
| 27 | TIMB | Tim Sa-adr | Stock-Other | 0.80% | — | +64.88% | |
| 28 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.79% | +0.36% | -37.96% | |
| 29 | PSR | Invesco Active US Real Estat | ETF-Other | 0.77% | — | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.75% | -0.01% | +2388.73% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.69% | +0.01% | +521.10% | |
| 32 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.66% | -1.15% | -58.27% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.64% | -0.05% | -0.18% | |
| 34 | TV | Grupo Televisa Sa-spon Adr | Stock-Other | 0.63% | — | +13477.41% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.02% | -21.86% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.56% | — | +1.01% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.55% | — | -8.93% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.54% | -0.20% | +29.93% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.53% | +0.55% | +55.25% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.49% | — | — | |
| 41 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 0.48% | — | — | |
| 42 | GGAL | Grupo Financiero Galicia-adr | Stock-Other | 0.43% | -0.38% | +402.28% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | — | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.08% | NEW | |
| 46 | XPEV | XPeng Inc. | Stock-Other | 0.36% | +0.35% | NEW | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.35% | +0.10% | +1848.78% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.35% | -0.17% | -27.02% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.33% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.30% | -0.05% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.5% | +96.63% | Add |
| 2 | BAP | Credicorp Ltd. | +6.1% | +243.76% | Add |
| 3 | PBR | Petroleo Brasileiro-spon Adr | +5.9% | +431.97% | Add |
| 4 | AMXN | America Movil-spn Adr Cl L | +4% | +5514.66% | Add |
| 5 | NVDA | Nvidia CORP | +1.4% | +83.35% | Add |
| 6 | KO | Coca-cola Co/the | +1.2% | +1696.38% | Add |
| 7 | SUZ | Suzano SA - Spon Adr | +1.1% | +465.26% | Add |
| 8 | CIBEUR | Bancolombia S.a.-spons Adr | +1% | NEW | New buy |
| 9 | GLOB | Globant S.A. | +1% | NEW | New buy |
| 10 | IWM | Ishares Russell 2000 ETF | +0.9% | NEW | New buy |
| 11 | PSR | Invesco Active US Real Estat | +0.8% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | +0.7% | +25.93% | Add |
| 13 | AAPL | Apple Inc | +0.7% | +2388.73% | Add |
| 14 | TV | Grupo Televisa Sa-spon Adr | +0.6% | +13477.41% | Add |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +521.10% | Add |
| 16 | MRSH | Marsh & Mclennan Cos | +0.5% | NEW | New buy |
| 17 | XRT | Ss Spdr S&p Retail ETF | +0.5% | NEW | New buy |
| 18 | PFE | Pfizer Inc | +0.4% | NEW | New buy |
| 19 | EFA | Ishares Msci Eafe ETF | +0.4% | NEW | New buy |
| 20 | AMAT | Applied Materials Inc | +0.4% | NEW | New buy |
| 21 | GGAL | Grupo Financiero Galicia-adr | +0.4% | +402.28% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.3% | +59.81% | Add |
| 23 | XLB | Ss Materials Select Sector | +0.3% | +1848.78% | Add |
| 24 | BA | Boeing Co/the | +0.3% | NEW | New buy |
| 25 | XLE | Ss Energy Select Sector | +0.3% | NEW | New buy |
| 26 | NFLX | Netflix Inc | +0.3% | +18.77% | Add |
| 27 | BKR | Baker Hughes Co | +0.2% | NEW | New buy |
| 28 | EWJ | Ishares Msci Japan ETF | +0.2% | +35.66% | Add |
| 29 | PAC | Grupo Aeroportuario Pac-adr | +0.2% | +31.03% | Add |
| 30 | TIMB | Tim Sa-adr | +0.2% | +64.88% | Add |
| 31 | VIST | Vista Energy Sab De Cv | +0.2% | +165.41% | Add |
| 32 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 33 | PYPL | Paypal Holdings Inc | +0.2% | +5899.58% | Add |
| 34 | SLV | iShares Silver Trust | +0.2% | +748.70% | Add |
| 35 | CCL1EUR | Carnival CORP LTD | +0.2% | NEW | New buy |
| 36 | EEM | Ishares Msci Emerging Market | +0.1% | +55.25% | Add |
| 37 | XLC | Ss Comm Select Sector Spdr | +0.1% | +29.93% | Add |
| 38 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | New buy |
| 39 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 40 | MSFT | Microsoft CORP | +0.1% | +13.36% | Add |
| 41 | YPF | Ypf S.a.-sponsored Adr | +0.1% | -3.37% | Trim |
| 42 | GLD | SPDR Gold Shares | +0.1% | NEW | New buy |
| 43 | ULTA | Ulta Beauty Inc | +0.1% | NEW | New buy |
| 44 | LVS | Las Vegas Sands CORP | +0.1% | NEW | New buy |
| 45 | FLJP | Franklin Ftse Japan ETF | +0.1% | NEW | New buy |
| 46 | ARGT | Global X Msci Argentina ETF | +0.1% | NEW | New buy |
| 47 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 48 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 49 | KSPI | Jsc Kaspi.kz Adr | +0.1% | NEW | New buy |
| 50 | NOW | Servicenow Inc | +0.1% | +1.01% | Add |
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 368 disclosed positions in Q4 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, BAP, PBR) accounted for 26.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
CIBEUR
市值: $33.6M
Top Position Liquidated / Trimmed
TLH
前期市值: $118.8M
During Q4 2024, Itau Unibanco Holding S.A.'s top holdings by market value included SPY (15.8%)、BAP (9.1%)、PBR (7.6%). The largest single position, SPY, represented 15.8% of total portfolio value.
In Q4 2024, Itau Unibanco Holding S.A. made 199 total portfolio adjustments, initiating 64 new buys, adding to 47 positions, trimming 50 holdings, and fully liquidating 38 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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