UBS Group’s Itaú Unibanco ITUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$402K Buy
+48,000
New +$402K ﹤0.01% 6234
2024
Q4
Sell
-759,493
Closed -$4.46M 10168
2024
Q3
$4.46M Hold
759,493
﹤0.01% 3194
2024
Q2
$3.91M Buy
+759,493
New +$4.16M ﹤0.01% 3101
2024
Q1
Sell
-2,272,798
Closed -$13.9M 9674
2023
Q4
$13.9M Buy
2,272,798
+1,133,000
+99% +$6.01M ﹤0.01% 1843
2023
Q3
$5.4M Buy
1,139,798
+6,798
+0.6% +$33.9K ﹤0.01% 2493
2023
Q2
$5.9M Buy
+1,133,000
New +$5.36M ﹤0.01% 2423
2022
Q1
Sell
-286,899
Closed -$950K 10561
2021
Q4
$950K Sell
286,899
-775,351
-73% -$2.79M ﹤0.01% 4434
2021
Q3
$4.07M Sell
1,062,250
-932,208
-47% -$3.82M ﹤0.01% 2889
2021
Q2
$8.72M Buy
1,994,458
+436,762
+28% +$1.76M ﹤0.01% 2157
2021
Q1
$5.62M Buy
+1,557,696
New +$5.88M ﹤0.01% 2472
2020
Q2
Sell
-824,597
Closed -$2.69M 8145
2020
Q1
$2.69M Sell
824,597
-570,347
-41% -$2.92M ﹤0.01% 2475
2019
Q4
$9.29M Hold
1,394,944
﹤0.01% 2026
2019
Q3
$8.54M Buy
1,394,944
+123,690
+10% +$803K ﹤0.01% 1893
2019
Q2
$8.71M Sell
1,271,254
-725,646
-36% -$4.57M ﹤0.01% 1879
2019
Q1
$12.8M Buy
1,996,900
+1,995,388
+131,970% +$14.1M 0.01% 1474
2018
Q4
$10K Sell
1,512
-340,490
-100% -$2.19M ﹤0.01% 7233
2018
Q3
$1.82M Buy
342,002
+306,957
+876% +$1.65M ﹤0.01% 3299
2018
Q2
$176K Buy
+35,045
New +$218K ﹤0.01% 5051
2017
Q4
Sell
-62,257
Closed -$414K 7966
2017
Q3
$414K Buy
+62,257
New +$380K ﹤0.01% 4364
2017
Q2
Sell
-601,544
Closed -$3.52M 7809
2017
Q1
$3.52M Buy
601,544
+205,531
+52% +$1.22M ﹤0.01% 2404
2016
Q4
$1.98M Buy
+396,013
New +$2.03M ﹤0.01% 2921
2016
Q1
Sell
-895,946
Closed -$2.57M 7887
2015
Q4
$2.57M Buy
+895,946
New +$2.85M ﹤0.01% 2571
2015
Q3
Sell
-612,626
Closed -$2.69M 8509
2015
Q2
$2.69M Sell
612,626
-80,320
-12% -$378K ﹤0.01% 2691
2015
Q1
$3.07M Sell
692,946
-1,301,831
-65% -$6.35M ﹤0.01% 2529
2014
Q4
$10.4M Buy
+1,994,777
New +$11.2M 0.01% 1474

Other funds holding ITUB

UBS Group's ITUB Position: Q1 2026 in Review

UBS Group increased its Itaú Unibanco (ITUB) stake by 1.2% in Q1 2026, buying an estimated $643K and bringing the position to 6,355,470 shares worth $53.3M. The position accounts for 0.01% of the portfolio, ranked #1578.

UBS Group first reported a position in ITUB in Q4 2014 and has held it in 46 quarters since. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • UBS Group held 6,355,470 shares of Itaú Unibanco worth $53.3M as of Q1 2026.
  • UBS Group bought 76,888 Itaú Unibanco shares in Q1 2026, an estimated $643K.
  • Itaú Unibanco made up 0.01% of UBS Group's portfolio in Q1 2026, its #1578 holding.
  • UBS Group first reported a position in Itaú Unibanco in Q4 2014 and has held it in 46 quarters since.
  • 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.