Itaú Unibanco (ITUB)

• Market cap: $69.2B
• 1 day: -2.87%
• 5 days: 5.77%
• 1 month: 15.47%
• 3 months: 20.45%
• 6 months: 17.15%
• Year to date: 42.67%
• 1 year: 9.93%
• 5 years: 90.50%
• 10 years: 2.23%
• Sector: Financials
• Industry: Banks - Regional

About: Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 33% and 44%% of the bank's total loans, respectively, while foreign loans account for 23% of its portfolio. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.

Employees: 96,219

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

14% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $24.4M

1.21% less ownership

Funds ownership: 18.45% [Q3] → 17.24% (-1.21%) [Q4]

6% less funds holding

Funds holding: 342 [Q3] → 322 (-20) [Q4]

18% less funds holding in top 10

Funds holding in top 10: 11 [Q3] → 9 (-2) [Q4]

25% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 57

28% less capital invested

Capital invested by funds: $5.71B [Q3] → $4.14B (-$1.57B) [Q4]

30% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 135