Onderneming Itaú Unibanco Holding S.A.

ITUB4

BRITUBACNPR1

Banken

Analistenconsensus

Vakgebied

Verkoop per activiteit

Verkoop per regio

Managers

Besturend

Aandelenklasse

Aandeelhouders

Participaties

Bedrijfsgegevens

Bedrijven van de groep

Sector

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Verkoop per regio

Ratings voor Itaú Unibanco Holding S.A.

Herzieningen van WPA

Kwartaalwinst - Afwijkingspercentage

Sector Banken - Andere

Beurs gesloten - Sao Paulo Andere beurzen 22:07:54 14-06-2024			Variatie 5 dagen	Verschil t.o.v. 1 jan (%)
31,14 ^BRL	-0,10%		-0,99%	-8,33%

06/06	Braziliaanse overheidsbanken voor tweede jaar winstgevender dan particuliere banken	RE
17/05	ETF van de week: India en Brazilië kunnen wel eens wakker worden

Itau Unibanco Holding S.A. is een houdstermaatschappij. Het bedrijf biedt een scala aan financiële producten en diensten aan particuliere en zakelijke klanten in Brazilië en daarbuiten. De onderneming is actief in drie segmenten: Retail Banking, Wholesale Banking en Activiteiten met de Market + Corporation. Het segment Retail Banking biedt bankproducten en -diensten aan een gediversifieerd klantenbestand van rekeninghouders en niet-rekeninghouders, particulieren en bedrijven. Het Wholesale Banking segment biedt producten en diensten aan bedrijven in het middensegment, vermogende klanten (Private Banking) en institutionele klanten. Het segment Activities with the Market + Corporation van de Vennootschap beheert voornamelijk de financiële resultaten in verband met kapitaaloverschotten, achtergestelde schulden en nettoschuld van belastingkredieten en -afschrijvingen. Het Bedrijf biedt bankactiviteiten aan via haar commerciële, investerings-, vastgoedkrediet-, financierings- en investeringskrediet-, en leaseportefeuilles, inclusief valutatransacties.

Aantal werknemers: 99 600

BRL in miljoen	2022	Gewicht	2023	Gewicht	Delta
Retail Banking 62,3 %	90 509	62,5 %	96 595	62,3 %	+6,72%
Wholesale Banking 35,3 %	49 229	34,0 %	54 631	35,3 %	+10,97%
Activities with the Market + Corporation 3,6 %	2 983	2,1 %	5 572	3,6 %	+86,79%
Reconciling Items -1,2 %	2 136	1,5 %	-1 827	-1,2 %	-185,53%

BRL in miljoen	2022	Gewicht	2023	Gewicht	Delta
Brazil 87,3 %	211 139	75,9 %	269 294	87,3 %	+27,54%
Abroad 12,7 %	66 903	24,1 %	39 012	12,7 %	-41,69%

Managers	Titel	Leeftijd	Van
Milton Maluhy Filho CEO	Chief Executive Officer	47	01-01-02
Alexsandro Broedel Lopes DFI	Director of Finance/CFO	49	01-05-12
Roberto Egydio Setúbal CHM	Chairman	69	01-11-95
Ricardo Ribeiro Mandacaru Guerra CTO	Chief Tech/Sci/R&D Officer	-	01-01-15
Alfredo Egydio Setubal BRD	Director/Board Member	65	01-01-88
Ricardo Villela Marino BRD	Director/Board Member	50	01-12-04
Candido Botelho Bracher BRD	Director/Board Member	65	02-05-05
Renato Lúlia Jacob IRC	Investor Relations Contact	-	01-01-20
Álvaro F. Rizzi Rodrigues SEC	Corporate Secretary	-	01-01-05
Teresa Cristina Athayde Marcondes Fontes LAW	General Counsel	-	01-01-03

Besturend	Titel	Leeftijd	Van
Roberto Egydio Setúbal CHM	Chairman	69	01-11-95
Pedro Moreira Salles CHM	Chairman	64	01-11-08
Fábio Barbosa BRD	Director/Board Member	69	01-04-15
Frederico Trajano Inácio Rodrigues BRD	Director/Board Member	48	-
Ricardo Villela Marino BRD	Director/Board Member	50	01-12-04
Cesar Nivaldo Gon BRD	Director/Board Member	52	01-01-22
Pedro Luiz Bodin de Moraes BRD	Director/Board Member	-	28-11-08
Candido Botelho Bracher BRD	Director/Board Member	65	02-05-05
Ana Lúcia de Mattos Barretto Villela BRD	Director/Board Member	-	01-04-18
João Moreira Salles BRD	Director/Board Member	43	01-04-17

	Stemming	Aantal	Vrij verhandelbaar	Bedrijfseigen aandelen	Drijvend Totaal
Aandeel A	1	4 958 290 359	450 299 378 ( 9,082 %)	0	54,00 %
Aandeel B	1	4 845 844 989	4 843 567 413 ( 99,95 %)	2 053 153 ( 0,0424 %)

Naam	Aandelen	%	Totale waarde
GQG Partners LLC 5,231 %	253 506 105	5,231 %	1 497 M R$
Dodge & Cox 4,223 %	204 644 044	4,223 %	1 208 M R$
Itaú Unibanco SA 0,4421 %	21 425 004	0,4421 %	126 M R$
Bram Bradesco Asset Management S/A DTVM 0,3353 %	16 248 987	0,3353 %	96 M R$
BB Gestão de Recursos DTVM SA 0,3132 %	15 177 372	0,3132 %	90 M R$
Caixa Econômica Federal 0,3003 %	14 552 209	0,3003 %	86 M R$
Wellington Management Hong Kong Ltd. 0,2498 %	12 104 600	0,2498 %	71 M R$
AZ Quest Investimentos Ltda. 0,2421 %	11 732 747	0,2421 %	69 M R$
State Street Global Advisors Ltd. 0,2386 %	11 562 830	0,2386 %	68 M R$
Banco JPMorgan SA 0,2151 %	10 421 555	0,2151 %	62 M R$

Naam	Aandelen	%	Totale waarde
Iupar-Itaú Unibanco Participações SA 51,71 %	2 564 084 404	51,71 %	13 148 M R$
ITAÚSA S.A. 39,21 %	1 943 906 577	39,21 %	9 968 M R$
BTG Pactual WM Gestão de Recursos Ltda. 0,1002 %	4 969 900	0,1002 %	25 M R$
Ártica Gestão de Recursos Ltda. 0,0750 %	3 720 500	0,0750 %	19 M R$
Russell Investments Ltd. 0,0358 %	1 776 055	0,0358 %	9 M R$
Guardians of New Zealand Superannuation 0,0275 %	1 363 953	0,0275 %	7 M R$
LAPB Gestão de Recursos Financeiros Ltda. 0,0256 %	1 268 100	0,0256 %	7 M R$
State Street Global Advisors Ltd. 0,0198 %	983 808	0,0198 %	5 M R$
Guepardo Investimentos Ltda. 0,0156 %	771 116	0,0156 %	4 M R$
State Street Global Advisors France SA 0,0121 %	598 901	0,0121 %	3 M R$

Naam	Aandelen	%	Totale waarde
Schroder Investment Management North America Ltd. 1,654 %	80 161 169	1,654 %	480 M R$
JPMorgan Investment Management, Inc. 1,480 %	71 717 530	1,480 %	430 M R$
Westwood Global Investments LLC 1,236 %	59 875 447	1,236 %	359 M R$
Fisher Asset Management LLC 1,009 %	48 891 595	1,009 %	293 M R$
J.O. Hambro Capital Management Ltd. 0,8296 %	40 202 714	0,8296 %	241 M R$
William Blair Investment Management LLC 0,6818 %	33 040 433	0,6818 %	198 M R$
Robeco Alternative Investments 0,6535 %	31 668 346	0,6535 %	190 M R$
Franklin Advisory Services LLC 0,5688 %	27 563 590	0,5688 %	165 M R$
Vanguard Fiduciary Trust Co. 0,5138 %	24 898 168	0,5138 %	149 M R$
ITAÚ UNIBANCO HOLDING S.A. 0,4806 %	23 288 427	0,4806 %	139 M R$

Naam	Aandelen	%	Totale waarde
William Blair International Ltd. (Investment Management) 0,008486 %	411 217	0,008486 %	3 M R$

Naam	Aandelen	%	Totale waarde
Itaú Unibanco Asset Management Ltda. 0,000000 %	0	0,000000 %	- R$
Itaú DTVM SA 0,000000 %	0	0,000000 %	- R$
BSWM Gestão de Recursos Ltda. 0,000000 %	0	0,000000 %	- R$
Safra Asset Management Ltda. 0,000000 %	0	0,000000 %	- R$
CA Indosuez Wealth (Brasil) SA DTVM 0,000000 %	0	0,000000 %	- R$
Itaú Unibanco SA 0,000000 %	0	0,000000 %	- R$
Bram Bradesco Asset Management S/A DTVM 0,000000 %	0	0,000000 %	- R$
G5 Administradora de Recursos Ltda. 0,000000 %	0	0,000000 %	- R$
Western Asset Management Company DTVM Ltda. 0,000000 %	0	0,000000 %	- R$

Naam	Aandelen	%	Totale waarde
BANCO ITAÚ CHILE 66.69%	144 269 397	66.69%	1 631 538 283 $
SPDR S&P 500 ETF TRUST 0.05%	492 559	0.05%	259 760 840 $
XP INC. 6.12%	8 285 060	6.12%	157 333 289 $
FOMENTO ECONÓMICO MEXICANO, S.A.B. DE C.V. 0.64%	1 365 167	0.64%	156 475 442 $
ITAÚ UNIBANCO HOLDING S.A. 0.48%	23 288 427	0.48%	139 497 678 $
PETROBRAS 0.21%	7 636 908	0.21%	118 753 919 $
CEMEX, S.A.B. DE C.V. 0.85%	12 831 556	0.85%	96 621 617 $
CREDICORP LTD. 0.63%	503 276	0.63%	83 201 588 $
TSMC (TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY) 0.01%	530 798	0.01%	80 171 730 $
MICROSOFT CORPORATION 0.00%	161 893	0.00%	67 206 641 $

Itaú Unibanco Holding SA

Praça Alfredo Egydio de Souza Aranha Nº 100, Torre Olavo Setubal

04344-902, São Paulo

+55 11 2794 3547

http://www.itau.com.br

Naam	Categorie en sector
Itaú BBA USA Securities, Inc. Itaú BBA USA Securities, Inc. Investment Banks/BrokersFinance Founded in 2001, Itaú BBA USA Securities, Inc. is a broker/dealer located in New York City. The firm is the U.S. securities arm of So Paulo-based Itaú Unibanco NA and their ultimate parent is Itaú Unibanco Holdings LLC (NYSE: ITUB), the largest financial institution in Latin America. The firm specializes in the distribution of Brazilian public and private equities and fixed-income securities to institutional investors. Itaú BBA USA Securities is a member of the SIPC, FINRA and NFA.	Investment Banks/Brokers
Itau International Securities, Inc. Itau International Securities, Inc. Investment Banks/BrokersFinance Part of ItaÃº Unibanco Holding SA, Itau International Securities, Inc. is a company based in Miami, FL.	Investment Banks/Brokers
Itaú Unibanco SA Itaú Unibanco SA Regional BanksFinance Itaú Unibanco SA is the asset management subsidiary of Itaú Unibanco Holding SA (BVMF: ITUB4; NYSE: ITUB) in Brazil. The firm was created as Banco Itaú SA when Unibanco and Itaú merged. Headquartered in Sao Paulo, Itaú Unibanco provides a full line of banking services to individual, institutional and corporate clients.	Regional Banks
Hipercard Banco Múltiplo SA Hipercard Banco Múltiplo SA Internet Software/ServicesTechnology Services Part of Itaú Unibanco Holding SA, Hipercard Banco Múltiplo SA is a company based in Recife, Brazil that provides online banking and credit services.	Internet Software/Services
Itaú Bank Ltd. Itaú Bank Ltd. Major BanksFinance Part of Itaú Unibanco Holding SA, Itaú Bank Ltd. is a banking company based in George Town, Cayman Islands. The Caymanian company provides banking services.	Major Banks
Banco Itaú International Banco Itaú International Regional BanksFinance Banco Itaú International provides international banking services. It also provides global portfolio management services. The company was founded on November 01, 1971 and is headquartered in Miami, FL.	Regional Banks
Itaú Corretora de Valores SA Itaú Corretora de Valores SA Investment Banks/BrokersFinance Itaú Corretora de Valores SA is a brokerage company based in São Paulo, Brazil. Part of Itaú Unibanco Holding SA, Itaú Corretora de Valores SA provides brokerage services. The Brazilian company was founded in 1965 and Leonard Bruno Linnet has been the CEO of the company since 2021.	Investment Banks/Brokers
Unión Capital AFAP Unión Capital AFAP Investment ManagersFinance Part of Itaú Unibanco Holding SA, Unión Capital AFAP is an Uruguayan company that manages pension funds. The company is based in Montevideo, Uruguay. Unión Capital AFAP was acquired by Itaú Unibanco SA on April 19, 2008.	Investment Managers
Kinea Investimentos Ltda. Kinea Investimentos Ltda. Investment ManagersFinance Kinea Investimentos Ltda. (Kinea) is an investment management firm headquartered in headquartered in Sao Paulo, Brazil. The firm was founded by former BankBoston executives in 2007 and is a subsidiary of Itaú Unibanco SA, itself a subsidiary of Itaú Unibanco Holding SA (ADR: ITUB) in Brazil. Kinea manages hedge funds, multimarket shares funds, real estate funds and private equity funds.	Investment Managers
Banco Itau Paraguay SA Banco Itau Paraguay SA Major BanksFinance Part of Itaú Unibanco Holding SA, Banco Itau Paraguay SA is a nationally chartered commercial bank. The company is located in Paraguay.	Major Banks
Itaú Asset Management Colombia SA Sociedad Fiduciaria
Itaú Comisionista de Bolsa Colombia SA Itaú Comisionista de Bolsa Colombia SA Investment Banks/BrokersFinance Itaú Comisionista de Bolsa Colombia SA is a brokerage company based in Bogota, Colombia. Part of Itaú Unibanco Holding SA, Itaú Comisionista de Bolsa Colombia SA provides brokerage services. The Colombian company was founded in 1981 and Baruc Saez has been the CEO of the company since 2020.	Investment Banks/Brokers
Itaú (Panamá) SA Itaú (Panamá) SA Regional BanksFinance Part of Itaú Unibanco Holding SA, Itaú (Panamá) SA is a commercial bank based in Panama City, Panama. The Panamanian company provides commercial banking services.	Regional Banks
Itaú Administradora General de Fondos SA Itaú Administradora General de Fondos SA Investment ManagersFinance Itaú Administradora General de Fondos SA (Itaú AGF) is the wholly-owned mutual fund management subsidiary of Itaú Corpbanca (SSE: ITAUCORP, ADR, NYSE: ITCB) in Chile. The firm was founded in 2002 as Boston Administradora de Fondos Mutuos SA. They changed their name to Boston Administradora General de Fondos SA in 2003 and became Itau Chile Administradora General de Fondos in 2007 and Itaú Administradora General de Fondos in 2017. Itau AGF is headquartered in Santiago and manages mutual funds for individual and institutional investors.	Investment Managers
Itaú DTVM SA Itaú DTVM SA Investment ManagersFinance Itaú DTVM SA (Itaú DTVM) is the fund management subsidiary of Itaú Unibanco SA, itself a subsidiary of Itaú Unibanco Holding SA (SPSE: ITUB4, ADR: ITUB) in Brazil. Established in 1972, the firm is headquartered in São Paulo and focuses on managing collective investment funds and exclusive and reserved investment funds for individual and institutional clients.	Investment Managers
Banco Itaú (Suisse) SA Banco Itaú (Suisse) SA Regional BanksFinance Banco Itaú (Suisse) SA provides private banking services. It offers custody, credit, trading, wealth planning, and asset allocation consultancy. The company was founded on September 6, 2010 and is headquartered in Zurich, Switzerland.	Regional Banks
BANCO ITAÚ CHILE	Major Banks
Itaú Casa de Valores SA Itaú Casa de Valores SA Investment Banks/BrokersFinance Itaú Casa de Valores SA is a private company based in Panama City, Panama. The Panamanian company provides stock brokerage services. It was acquired by Itaú Casa de Valores SA /Private Group/ from Itaú Corpbanca on January 28, 2020.	Investment Banks/Brokers
Verbank Securities Casa de Bolsa SA Verbank Securities Casa de Bolsa SA Investment Banks/BrokersFinance Verbank Securities Csaa de Bolsa SA engages in processing of securities trading. It specializes in third-party transfer agent services, custody, and bookkeeping of securities traded in Asunción Stock Exchange. The company was founded in September 18, 2017 and is headquartered in Asunción, Paraguay.	Investment Banks/Brokers
Itaú Unibanco Asset Management Ltda. Itaú Unibanco Asset Management Ltda. Investment ManagersFinance Part of Itaú Unibanco Holding SA, Itaú Unibanco Asset Management Ltda. is a financial services company based in São Paulo, Brazil. Itaú Unibanco Asset Management Ltda. provides various financial services, as described in their website. The Brazilian company was founded in 2021 and Carlos Augusto Salamonde has been the CEO of the company since 2021.	Investment Managers
Itaú BBA International Plc Itaú BBA International Plc Regional BanksFinance Part of Itaú Unibanco Holding SA, Itaú BBA International Plc is a British London-based investment banking company. The CEOs of the company are Charles F. Stewart and Renato Lulia. Itaú BBA International Plc provides investment banking services.	Regional Banks

Trading rating

Beleggingsrating

ESG Refinitiv

Meer adviezen

Verkoop

Koop

Gemiddeld advies

Kopen

Aantal analisten

Laatste slotkoers

31,17 BRL

Gemiddelde koersdoel

39,09 BRL

Spread / Gemiddelde doel

+25,40%

Consensus

Bedrijfscijfers

De agenda van het bedrijf

Bank- en beleggingsdiensten

Bankdiensten

Banken - Andere

	Vaira. 1 jan.	Kapi.
ITAÚ UNIBANCO HOLDING S.A.	-8,33%	53,1 mld.
JPMORGAN CHASE & CO.	+13,92%	556 mld.
BANK OF AMERICA CORPORATION	+16,54%	307 mld.
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED	+13,61%	250 mld.
CHINA CONSTRUCTION BANK CORPORATION	+18,28%	179 mld.
BANK OF CHINA LIMITED	+25,50%	169 mld.
HSBC HOLDINGS PLC	+6,50%	158 mld.
ROYAL BANK OF CANADA	+6,62%	147 mld.
HDFC BANK LIMITED	-6,57%	144 mld.
COMMONWEALTH BANK OF AUSTRALIA	+12,08%	139 mld.

Banken - Andere