HSBC Holdings’s Itaú Unibanco ITUB Stock Holding History

HSBC Holdings’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-162,446	Closed	-$1.08M	–	2857
2019 Q4	$1.08M	Buy	+162,446	New	+$1.02M	﹤0.01%	1801
2019 Q2	–	Sell	-162,446	Closed	-$1.04M	–	2770
2019 Q1	$1.04M	Sell	162,446 -395,119	-71%	-$2.8M	﹤0.01%	1804
2018 Q4	$3.71M	Buy	557,565 +195,979	+54%	+$1.26M	0.01%	1237
2018 Q3	$1.93M	Buy	361,586 +103,899	+40%	+$558K	﹤0.01%	1482
2018 Q2	$1.3M	Buy	+257,687	New	+$1.6M	﹤0.01%	1668
2015 Q2	–	Sell	-249,441	Closed	-$1.11M	–	2174
2015 Q1	$1.11M	Sell	249,441 -498,881	-67%	-$2.44M	﹤0.01%	1329
2014 Q4	$3.9M	Sell	748,322 -12,472	-2%	-$70.1K	0.01%	973
2014 Q3	$4.23M	Buy	+760,794	New	+$4.85M	0.01%	938
2014 Q2	–	Sell	-16,463	Closed	-$89K	–	1780
2014 Q1	$89K	Sell	16,463 -4,148,479	-100%	-$19.8M	﹤0.01%	1681
2013 Q4	$20.6M	Buy	4,164,942 +1,304,782	+46%	+$6.79M	0.05%	400
2013 Q3	$14.7M	Buy	+2,860,160	New	+$13.4M	0.04%	476

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HSBC Holdings's ITUB Position: Q1 2026 in Review

HSBC Holdings increased its Itaú Unibanco (ITUB) stake by 29% in Q1 2026, buying an estimated $11.4M and bringing the position to 6,041,558 shares worth $55.1M. The position accounts for 0.03% of the portfolio, ranked #485.

HSBC Holdings first reported a position in ITUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $132M in Q4 2019. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

HSBC Holdings held 6,041,558 shares of Itaú Unibanco worth $55.1M as of Q1 2026.
HSBC Holdings bought 1,359,169 Itaú Unibanco shares in Q1 2026, an estimated $11.4M.
Itaú Unibanco made up 0.03% of HSBC Holdings's portfolio in Q1 2026, its #485 holding.
HSBC Holdings first reported a position in Itaú Unibanco in Q2 2013 and has held it in 52 quarters since.
HSBC Holdings's Itaú Unibanco position peaked at $132M in Q4 2019.
387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.