UOC
ITUB icon

UBS O'Connor’s Itaú Unibanco ITUB Stock Holding History

UBS O'Connor’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
-1,539,557
Closed -$11M – 292
2025
Q3 		$11M Buy
1,539,557
+48,395
+3% +$320K 0.36% 31
2025
Q2 		$9.83M Sell
1,491,162
-352,114
-19% -$2.15M 0.28% 39
2025
Q1 		$9.84M Sell
1,843,276
-1,117,011
-38% -$5.62M 0.23% 41
2024
Q4 		$13M Buy
2,960,287
+1,352,299
+84% +$6.96M 0.32% 45
2024
Q3 		$9.44M Buy
1,607,988
+1,277,117
+386% +$7.19M 0.23% 47
2024
Q2 		$1.71M Buy
+330,871
New +$1.81M 0.05% 219
2014
Q3 		– Sell
-117,604
Closed -$678K – 497
2014
Q2 		$678K Buy
+117,604
New +$693K ﹤0.01% 353
2014
Q1 		– Sell
-263,338
Closed -$1.3M – 491
2013
Q4 		$1.3M Buy
+263,338
New +$1.37M 0.02% 284

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