Itau Unibanco Holding S.A.
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$4.3B
Holdings
349
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PBR
PETROLEO BRASILEIRO SA PETRO
Q1 2026: Exited (was 11.04M shares)
10.3%
02
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Exited (was 910.5k shares)
9.1%
03
$VALE
VALE S A
Q1 2026: Exited (was 13.89M shares)
6.8%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 4.7k shares)
6.8%
05
$BBD
BANCO BRADESCO S A
Q1 2026: Exited (was 76.87M shares)
4.3%
06
$ITUB
ITAU UNIBANCO HLDG S A
Q1 2026: Exited (was 21.11M shares)
4.0%
07
$FMX
FOMENTO ECONOMICO MEXICANO S
Q1 2026: Exited (was 409.6k shares)
3.7%
08
$CX
CEMEX SAB DE CV
Q1 2026: Exited (was 10.86M shares)
3.5%
09
$VGK
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 1.91M shares)
3.0%
10
$PBR/A
PETROLEO BRASILEIRO SA PETRO
Q1 2026: Exited (was 9.35M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.