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 – 277
2025
Q3 		$11M Buy
1,539,557
+48,395
+3% +$320K 0.33% 33
2025
Q2 		$9.83M Sell
1,491,162
-352,114
-19% -$2.15M 0.27% 40
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 – 490
2014
Q2 		$678K Buy
+117,604
New +$693K ﹤0.01% 353
2014
Q1 		– Sell
-263,338
Closed -$1.3M – 480
2013
Q4 		$1.3M Buy
+263,338
New +$1.37M 0.02% 284

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS O'Connor's ITUB Position: Q4 2025 in Review

UBS O'Connor sold out of Itaú Unibanco (ITUB) in Q4 2025, closing a stake of 1,539,557 shares — an estimated $11M sold.

UBS O'Connor first reported a position in ITUB in Q4 2013 and held it in 8 quarters. The position peaked at $13M in Q4 2024. 383 funds tracked by Wall St. Rank hold ITUB as of Q4 2025.

  • UBS O'Connor reported no remaining Itaú Unibanco position as of Q4 2025 after selling out during the quarter.
  • UBS O'Connor sold 1,539,557 Itaú Unibanco shares in Q4 2025, an estimated $11M.
  • UBS O'Connor first reported a position in Itaú Unibanco in Q4 2013 and held it in 8 quarters.
  • UBS O'Connor's Itaú Unibanco position peaked at $13M in Q4 2024.
  • 383 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.