Itau Unibanco Holding S.A.

data from 30/09/2025

Capitalization

$ 2.998 B 13.35 %

Average holding period

8 ans

Performance

$ -3.676 B 63.99 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Itau Unibanco Holding S.A.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 9.97% 299.034 M $ 448878 2016/06/30 24.755 M $ 7.82 %
2025/09/30 VOO VANGUARD INDEX FDS 6.87% 206.057 M $ 336485 2018/03/31 15.820 M $ 7.81 %
2025/09/30 ITUB ITAU UNIBANCO HLDG S A 5.55% 166.415 M $ 22672324 2021/09/30 12.103 M $ 12.96 %
2025/09/30 BBD BANCO BRADESCO S A 4.07% 121.979 M $ 36088332 2016/06/30 10.209 M $ 9.39 %
2025/09/30 BAP CREDICORP LTD 3.97% 119.130 M $ 447388 2016/09/30 24.246 M $ 36.25 %
2025/09/30 NU NU HLDGS LTD 3.57% 107.018 M $ 6684418 2025/06/30 6.651 M $ 22.36 %
2025/09/30 PBR PETROLEO BRASILEIRO SA PETRO 3.40% 101.806 M $ 8041545 2016/06/30 849.600 K $ 1.20 %
2025/09/30 NVDA NVIDIA CORP 2.76% 82.896 M $ 444294 2016/09/30 10.082 M $ 18.10 %
2025/09/30 PBR-A PETROLEO BRASILEIRO SA PETRO 2.52% 75.644 M $ 6399690 2016/06/30 1.704 M $ 2.43 %
2025/09/30 PXH INVESCO EXCHNG TRADED FD TR 2.48% 74.379 M $ 2925998 2025/06/30 5.940 M $ 8.68 %
2025/09/30 AMZN AMAZON COM INC 2.35% 70.349 M $ 320393 2017/03/31 33.670 K $ 0.08 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 2.26% 67.875 M $ 850566 2016/06/30 1.947 M $ 2.97 %
2025/09/30 KOF COCA COLA FEMSA S A B DE C V 2.26% 67.766 M $ 815476 2022/06/30 -10.621 M $ -29.64 %
2025/09/30 VALE VALE S A 2.16% 64.802 M $ 5967080 2021/09/30 8.130 M $ 11.84 %
2025/09/30 ERJ EMBRAER S A 2.13% 63.781 M $ 1055100 2023/03/31 4.150 M $ 6.22 %
2025/09/30 CX CEMEX SAB DE CV 2.13% 63.750 M $ 7091193 2016/06/30 0.000 $ 0.00 %
2025/09/30 LATAM AIRLS GROUP S A 1.97% 59.032 M $ 1304565 2025/06/30 3.629 M $ 11.34 %
2025/09/30 SPDR GOLD TRUST 1.88% 56.450 M $ 3750 2025/03/31 7.964 M $ 54.49 %
2025/09/30 SCCO SOUTHERN COPPER CORP 1.68% 50.353 M $ 414907 2024/06/30 11.952 K $ 19.96 %
2025/09/30 MSFT MICROSOFT CORP 1.65% 49.479 M $ 95528 2017/03/31 1.028 M $ 4.13 %
2025/09/30 ASR GRUPO AEROPORTUARIO DEL SURE 1.63% 48.941 M $ 151364 2022/09/30 491.612 K $ 2.52 %
2025/09/30 TSLA TESLA INC 1.42% 42.703 M $ 96023 2024/06/30 3.156 M $ 40.00 %
2025/09/30 AMX AMERICA MOVIL SAB DE CV 1.39% 41.629 M $ 1982312 2023/12/31 0.000 $ 0.00 %
2025/09/30 EWJ ISHARES INC 1.34% 40.206 M $ 501258 2016/12/31 4.127 M $ 6.99 %
2025/09/30 META FACEBOOK INC 1.22% 36.499 M $ 49701 2017/03/31 -196.247 K $ -0.50 %
2025/09/30 IWF ISHARES TR 1.17% 35.112 M $ 74959 2025/06/30 2.986 M $ 10.32 %
2025/09/30 TBBB BBB FOODS INC 1.08% 32.385 M $ 1201241 2025/03/31 -488.747 K $ -5.99 %
2025/09/30 EFG ISHARES TR 1.04% 31.272 M $ 274602 2025/06/30 470.563 K $ 1.68 %
2025/09/30 GGB GERDAU SA 1.03% 30.864 M $ 9956261 2016/06/30 726.588 K $ 6.16 %
2025/09/30 ACWX ISHARES TR 0.99% 29.613 M $ 455513 2024/06/30 1.850 M $ 6.68 %
2025/09/30 GOOGL ALPHABET INC 0.92% 27.721 M $ 117019 2016/09/30 3.874 M $ 37.94 %
2025/09/30 ORCL ORACLE CORP 0.86% 25.774 M $ 91644 2023/09/30 500.880 K $ 44.78 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.83% 24.905 M $ 50788 2023/06/30 -728.274 K $ -3.72 %
2025/09/30 GGAL GRUPO FINANCIERO GALICIA S A 0.79% 23.731 M $ 861049 2024/09/30 -20.409 M $ -45.31 %
2025/09/30 NFLX NETFLIX INC 0.77% 23.193 M $ 19345 2020/09/30 -2.986 M $ -10.47 %
2025/09/30 NOW SERVICENOW INC 0.77% 23.012 M $ 25005 2024/06/30 -2.032 M $ -10.49 %
2025/09/30 AVGO BROADCOM INC 0.74% 22.074 M $ 66910 2023/09/30 4.304 M $ 19.68 %
2025/09/30 KWEB KRANESHARES TR 0.72% 21.618 M $ 514595 2025/09/30 0.000 $ 0.00 %
2025/09/30 BCH BANCO DE CHILE 0.65% 19.550 M $ 645215 2024/09/30 -41.324 K $ -1.01 %
2025/09/30 AAPL APPLE INC 0.64% 19.298 M $ 75790 2024/06/30 10.704 M $ 24.11 %
2025/09/30 IWM ISHARES TR 0.62% 18.650 M $ 77077 2025/09/30 0.000 $ 0.00 %
2025/09/30 EEM ISHARES TR 0.53% 15.951 M $ 298715 2016/09/30 185.471 K $ 10.70 %
2025/09/30 EWZ ISHARES INC 0.53% 15.746 M $ 525035 2025/06/30 499.954 K $ 7.45 %
2025/09/30 GLD SPDR GOLD TR 0.50% 15.125 M $ 43574 2017/09/30 6.472 M $ 16.61 %
2025/09/30 PSR INVESCO ACTIVELY MANAGD ETF 0.50% 14.997 M $ 24980 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.46% 13.641 M $ 41491 2021/03/31 11.681 M $ 23.31 %
2025/09/30 CIB GRUPO CIBEST AS 0.43% 12.791 M $ 246270 2025/09/30 0.000 $ 0.00 %
2025/09/30 STNE STONECO LTD 0.40% 12.064 M $ 637944 2023/09/30 2.063 M $ 17.89 %
2025/09/30 GOVT ISHARES TR 0.34% 10.306 M $ 445745 2019/06/30 127.557 K $ 0.61 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.32% 9.653 M $ 40283 2021/03/31 1.104 M $ 10.27 %
2025/09/30 LQD ISHARES TR 0.31% 9.361 M $ 83981 2016/06/30 139.000 $ 1.70 %
2025/09/30 BIDU BAIDU INC 0.29% 8.697 M $ 66000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SBS COMPANHIA DE SANEAMENTO BASI 0.28% 8.519 M $ 342268 2022/06/30 1.443 M $ 13.29 %
2025/09/30 SUZ SUZANO S A SPON 0.26% 7.787 M $ 828449 2021/09/30 -8.700 K $ -0.14 %
2025/09/30 ICLN ISHARES TR 0.26% 7.740 M $ 500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.25% 7.450 M $ 26431 2020/09/30 341.584 K $ 11.31 %
2025/09/30 COIN COINBASE GLOBAL INC 0.24% 7.179 M $ 21271 2021/06/30 -229.814 K $ -3.71 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.24% 7.098 M $ 79201 2024/09/30 190.594 K $ 2.06 %
2025/09/30 CSGP COSTAR GROUP INC 0.24% 7.059 M $ 83665 2024/09/30 79.122 K $ 4.94 %
2025/09/30 TLT ISHARES TR 0.23% 6.926 M $ 77500 2025/03/31 44.800 K $ 1.27 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.23% 6.759 M $ 47206 2023/06/30 1.822 M $ 52.92 %
2025/09/30 INTC INTEL CORP 0.22% 6.472 M $ 192898 2024/06/30 1.741 M $ 49.78 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.20% 6.083 M $ 36356 2022/12/31 3.633 M $ 35.76 %
2025/09/30 KKS.F KASPI KZ JSC 0.20% 6.000 M $ 73461 2024/06/30 -122.106 K $ -2.59 %
2025/09/30 EOG EOG RES INC 0.20% 5.859 M $ 52258 2024/12/31 -3.085 K $ -6.26 %
2025/09/30 BBY BEST BUY INC 0.18% 5.445 M $ 72007 2020/09/30 428.583 K $ 12.65 %
2025/09/30 COMPANHIA PARANAENSE ENERG C 0.18% 5.335 M $ 544344 2024/12/31 1.806 M $ 91.74 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.18% 5.288 M $ 59188 2024/06/30 608.324 K $ 5.34 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.18% 5.280 M $ 98021 2023/09/30 2.467 M $ 2.86 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.18% 5.255 M $ 134000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPGI S&P GLOBAL INC 0.15% 4.526 M $ 9300 2021/12/31 -154.203 K $ -7.70 %
2025/09/30 DBA INVESCO DB MLTI SECTR CMMTY 0.15% 4.506 M $ 168400 2023/12/31 102.724 K $ 2.33 %
2025/09/30 NEE NEXTERA ENERGY INC 0.14% 4.091 M $ 54198 2020/09/30 308.434 K $ 8.74 %
2025/09/30 FXI ISHARES TR 0.13% 4.016 M $ 97610 2025/06/30 251.850 K $ 11.92 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.13% 3.966 M $ 12052 2024/06/30 32.963 K $ 1.96 %
2025/09/30 WMT WALMART INC 0.13% 3.903 M $ 37873 2025/03/31 1.169 M $ 5.40 %
2025/09/30 RIOT RIOT BLOCKCHAIN INC 0.13% 3.844 M $ 202000 2025/09/30 0.000 $ 0.00 %
2025/09/30 YANDEX N V 0.12% 3.682 M $ 32800 2025/06/30 2.391 M $ 102.91 %
2025/09/30 MARA MARA HOLDINGS INC 0.11% 3.250 M $ 178000 2025/09/30 0.000 $ 0.00 %
2025/09/30 GARP ISHARES TR 0.10% 3.145 M $ 16170 2025/09/30 0.000 $ 0.00 %
2025/09/30 GDX VANECK VECTORS ETF TR 0.10% 3.056 M $ 40000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSAN COSAN LTD 0.10% 3.027 M $ 658046 2022/06/30 -178.000 $ -8.91 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.09% 2.837 M $ 14953 2024/12/31 121.198 K $ 4.38 %
2025/09/30 ABBV ABBVIE INC 0.09% 2.827 M $ 12210 2021/06/30 497.359 K $ 24.74 %
2025/09/30 PAM PAMPA ENERGIA S A 0.09% 2.783 M $ 46329 2024/12/31 -2.835 M $ -13.43 %
2025/09/30 EVEX EVE HLDG INC 0.09% 2.783 M $ 730317 2025/03/31 -244.000 K $ -44.46 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.09% 2.671 M $ 17316 2024/09/30 877.104 K $ 4.55 %
2025/09/30 CPA COPA HOLDINGS SA 0.08% 2.504 M $ 21078 2025/06/30 61.949 K $ 8.05 %
2025/09/30 KO COCA COLA CO 0.08% 2.487 M $ 37496 2018/06/30 -21.649 K $ -6.26 %
2025/09/30 URA GLOBAL X FDS 0.08% 2.407 M $ 50486 2022/03/31 886.000 $ 22.83 %
2025/09/30 LLY LILLY ELI & CO 0.08% 2.336 M $ 3062 2021/06/30 -892.000 $ -2.12 %
2025/09/30 EWW ISHARES INC 0.08% 2.305 M $ 33800 2025/06/30 146.956 K $ 15.01 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GROUP 0.08% 2.251 M $ 26966 2022/03/31 -17.399 K $ -0.86 %
2025/09/30 NEM NEWMONT MINING CORP 0.07% 2.217 M $ 26298 2022/03/31 606.626 K $ 44.71 %
2025/09/30 IFS INTERCORP FINL SVCS INC 0.07% 2.042 M $ 50620 2025/03/31 0.000 $ 0.00 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.07% 1.965 M $ 16597 2024/09/30 617.932 K $ 9.07 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.07% 1.964 M $ 77007 2025/03/31 -843.720 K $ -22.06 %
2025/09/30 CRWV COREWEAVE INC 0.06% 1.916 M $ 14000 2025/06/30 -366.940 K $ -16.07 %
2025/09/30 BSBR BANCO SANTANDER BRASIL S A 0.06% 1.914 M $ 342322 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTEL CORP 0.06% 1.837 M $ 2700 2025/03/31 -33.231 K $ -19.63 %