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Principal Securities’s Itaú Unibanco ITUB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,545
Closed -$25.3K – 2461
2025
Q3 		$25.3K Buy
3,545
+725
+26% +$4.79K ﹤0.01% 2298
2025
Q2 		$18.6K Buy
2,820
+764
+37% +$4.66K ﹤0.01% 2352
2025
Q1 		$9.9K Sell
2,056
-205
-9% -$1.03K ﹤0.01% 2526
2024
Q4 		$9.9K Sell
2,261
-3
-0.1% -$15 ﹤0.01% 2522
2024
Q3 		$13.3K Buy
2,264
+448
+25% +$2.52K ﹤0.01% 2304
2024
Q2 		$9.36K Buy
1,816
+175
+11% +$958 ﹤0.01% 2422
2024
Q1 		$10K Buy
1,641
+28
+2% +$169 ﹤0.01% 2337
2023
Q4 		$9.9K Buy
+1,613
New +$8.55K ﹤0.01% 2246

Other funds holding ITUB

GQG Partners
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return