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CIK: 0001132597
Total reported value
$5.3B
$5.3B
398 檔
15.9%
The Q1 2025 SEC filing reveals that Itau Unibanco Holding S.A. held a total portfolio value of $5.3B, covering 398 public equity positions.
In Q1 2025, Itau Unibanco Holding S.A. displayed an active expansion posture, initiating 85 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 398 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 | 9.28% | +3.50% | -48.62% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.53% | -5.16% | +8.76% | |
| 3 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 5.84% | -0.60% | -5.95% | |
| 4 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 4.27% | -0.19% | +22.47% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.22% | -0.04% | EXIT | |
| 6 | BAP | Credicorp Ltd. | Stock-Financials | 4.01% | +2.81% | NEW | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.00% | -1.36% | +7637.63% | |
| 8 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 3.95% | -0.58% | +105.40% | |
| 9 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 3.30% | -0.34% | EXIT | |
| 10 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 3.24% | -5.92% | -67.81% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.45% | +0.17% | -10.01% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.26% | +0.28% | +16.86% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.20% | -2.69% | +6777.34% | |
| 14 | BBD | Banco Bradesco-adr | Stock-Other | 2.11% | -1.35% | -20.66% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.00% | -1.88% | -25.72% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.98% | +1.62% | +29.12% | |
| 17 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.77% | -1.15% | +99.32% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.01% | +96.29% | |
| 19 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.56% | +0.36% | +38.41% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -0.22% | -28.51% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.15% | -47.70% | |
| 22 | VALE | Vale Sa-sp Adr | Stock-Materials | 1.17% | -2.22% | -32.22% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | +0.03% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.07% | -63.06% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.96% | -0.17% | +162.24% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.94% | -0.05% | +15.23% | |
| 27 | GGAL | Grupo Financiero Galicia-adr | Stock-Other | 0.92% | -0.38% | +112.34% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.86% | -0.20% | +32.65% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.05% | -21.03% | |
| 30 | TBBB | BBB Foods Inc. | Stock-Other | 0.68% | +0.18% | NEW | |
| 31 | ✓ | Ishares Tr | Stock-Other | 0.67% | +0.14% | NEW | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.61% | — | +22.25% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.61% | — | -8.96% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.61% | +1.05% | NEW | |
| 35 | TIMB | Tim Sa-adr | Stock-Other | 0.60% | — | -40.94% | |
| 36 | PAM | Pampa Energia Sa-spon Adr | Stock-Other | 0.60% | -0.05% | +1121.97% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.02% | +17.76% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.29% | +3105.12% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.98% | — | |
| 40 | MSTR | Strategy Inc | Stock-Tech | 0.54% | — | EXIT | |
| 41 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 0.50% | — | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.55% | -28.67% | |
| 43 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 0.43% | — | — | |
| 44 | BCH | Banco De Chile-adr | Stock-Other | 0.41% | +0.69% | +104.58% | |
| 45 | XLB | Ss Materials Select Sector | ETF-Other | 0.38% | +0.10% | -11.43% | |
| 46 | VOD | Vodafone Group Public Limited Company | Stock-Comm Services | 0.38% | -0.07% | +4107.50% | |
| 47 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 0.37% | +0.04% | +62.43% | |
| 48 | GLD | SPDR Gold Shares | ETF-Commodities | 0.36% | -2.29% | — | |
| 49 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.32% | — | +823.49% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | -0.18% | +79.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAP | Credicorp Ltd. | +4% | -65.02% | Add |
| 2 | TLH | Ishares 10-20 Year Treasury | +4% | — | Add |
| 3 | GOVT | Ishares US Treasury Bond ETF | +3.8% | +7637.63% | Add |
| 4 | NVDA | Nvidia CORP | +2.3% | -10.01% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +2% | +29.12% | Add |
| 6 | XLF | Ss Financial Select Sector | +1.8% | +16.86% | Add |
| 7 | BBD | Banco Bradesco-adr | +1.7% | -20.66% | Add |
| 8 | EMBJ | Embraer Sa-spon Adr | +1.2% | +38.41% | Add |
| 9 | AAPL | Apple Inc | +0.8% | +96.29% | Add |
| 10 | NOW | Servicenow Inc | +0.6% | +22.25% | Add |
| 11 | MA | Mastercard Inc - A | +0.6% | +3105.12% | Add |
| 12 | MELI | Mercadolibre Inc | +0.5% | +99.32% | Add |
| 13 | XLY | Ss Consumer Disc Select Sect | +0.4% | +162.24% | Add |
| 14 | TSLA | Tesla Inc | +0.4% | — | Add |
| 15 | VOD | Vodafone Group Public Limited Company | +0.4% | +4107.50% | Add |
| 16 | XLB | Ss Materials Select Sector | +0.3% | -11.43% | Add |
| 17 | XLI | Ss Industrial Select Sector | +0.3% | — | Add |
| 18 | META | Meta Platforms Inc-class A | +0.3% | -28.51% | Trim |
| 19 | BKR | Baker Hughes Co | +0.2% | -34.83% | Add |
| 20 | AMZN | Amazon.com Inc | +0.2% | -47.70% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +123.37% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | -31.78% | Add |
| 23 | BBY | Best Buy Co Inc | +0.1% | +7.31% | Add |
| 24 | NTRA | Natera Inc | +0.1% | +158.17% | Add |
| 25 | ✓ | Petroleo Brasileiro SA Petro | +0.1% | — | Add |
| 26 | KKR | Kkr & Co Inc | +0.1% | — | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +18.13% | Add |
| 28 | XLE | Ss Energy Select Sector | +0.1% | -40.80% | Add |
| 29 | NOC | Northrop Grumman CORP | +0.1% | — | Add |
| 30 | NFLX | Netflix Inc | 0% | -21.03% | Trim |
| 31 | ✓ | 0% | — | Trim | |
| 32 | VST | Vistra CORP | 0% | +112.13% | Add |
| 33 | CIG | Cia Energetica De-spon Adr | 0% | — | Add |
| 34 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -75.12% | Trim |
| 35 | BP | Bp Plc-spons Adr | -0.1% | — | Trim |
| 36 | ZM | Zoom Communications Inc | -0.1% | +17.78% | Add |
| 37 | GILD | Gilead Sciences Inc | -0.1% | — | Trim |
| 38 | EWY | Ishares Msci South Korea ETF | -0.1% | — | Trim |
| 39 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | — | Trim |
| 40 | WFC | Wells Fargo & Co | -0.1% | — | Trim |
| 41 | SE | Sea Ltd-adr | -0.1% | +382.73% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.1% | +47.89% | Trim |
| 43 | DFSEUR | Discover Financial Services | -0.1% | -9.58% | Trim |
| 44 | GMF | State Street Spdr S&p Emergi | -0.1% | — | Trim |
| 45 | MSFT | Microsoft CORP | -0.1% | -63.06% | Trim |
| 46 | MCHI | Ishares Msci China ETF | -0.2% | — | Trim |
| 47 | ADBE | Adobe Inc | -0.2% | +1353.99% | Trim |
| 48 | XLK | Ss Technology Select Sector | -0.2% | +79.04% | Trim |
| 49 | KO | Coca-cola Co/the | -0.2% | -99.19% | Trim |
| 50 | CX | Cemex Sab-spons Adr Part Cer | -0.3% | -63.14% | Trim |
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 398 disclosed positions in Q1 2025.
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 15.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITUB
市值: $114.6M
Top Position Liquidated / Trimmed
XPEV
前期市值: $32.3M
During Q1 2025, Itau Unibanco Holding S.A.'s top holdings by market value included SPY (9.3%)、VOO (7.5%)、PBR-A (5.8%). The largest single position, SPY, represented 9.3% of total portfolio value.
In Q1 2025, Itau Unibanco Holding S.A. made 200 total portfolio adjustments, initiating 85 new buys, adding to 35 positions, trimming 30 holdings, and fully liquidating 50 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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