Itaú Unibanco Holding SA

ISIN US4655621062

WKN A0RGKJ

Market cap (in EUR)

67,884 m

Country

Brazil

Sector

Finance

Dividend yield

9.72%

Overview

Quote

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Description

Itaú Unibanco Holding SA provides financial products and services to individual and corporate clients in Brazil and abroad. It operates through the following segments: Retail Business, Wholesale Business, and Activities with the Market and Corporation Business. The Retail Business segment comprises retail customers, account holders and non-account holders, individuals and legal entities, high income clients and includes financing and credit offers made outside the branch network to credit cards and payroll loans. The Wholesale Business segment offers products and services to middle-market companies, high net worth institutional clients and the operation of Latin American units and Itaú. The Activities with the Market and Corporation segment deals with the result arising from capital surplus, subordinated debt surplus and the net balance of tax credits and debts. The company was founded in 1924 and is headquartered in São Paulo, Brazil.

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Finance Banking International Banks Brazil

Chart

Financials

Key metrics

Market capitalisation, EUR	67,884 m
EPS, EUR	0.62
P/B ratio	2.1
P/E ratio	10.9
Dividend yield	9.72%

Income statement (2024)

Revenue, EUR	58,173 m
Net income, EUR	7,046 m
Profit margin	12.11%

What ETF is Itaú Unibanco Holding SA in?

There are 8 ETFs which contain Itaú Unibanco Holding SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Itaú Unibanco Holding SA is the Franklin FTSE Brazil UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
Franklin FTSE Brazil UCITS ETF	9.97%	Equity Brazil	61
First Trust US Momentum UCITS ETF Class A Accumulation	0.55%	Equity United States Momentum	69
HSBC EMERGING MARKET SCREENED EQUITY UCITS ETF USD (Dist)	2.41%	Equity Emerging Markets Social/Environmental Climate Change	59
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.68%	Equity Emerging Markets Multi-Factor Strategy	65
iShares BIC 50 UCITS ETF USD (Dist)	1.92%	Equity Emerging Markets	139
HSBC EMERGING MARKET SCREENED EQUITY UCITS ETF USD	2.41%	Equity Emerging Markets Social/Environmental Climate Change	206
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.39%	Equity Emerging Markets	758
HSBC MSCI Emerging Markets UCITS ETF USD	0.39%	Equity Emerging Markets	2,947

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.

Order volume:

Order fee	Stock savings plans
0.99€	3000	View offer*
0.00€	2587	View offer*
1.00€	2500	View offer*
0.00€	500	View offer*
0.00€	2500	View offer*

Show all offers

Source: justETF Research; As of 1/2026; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.

Select your savings amount:

Execution fee	Account fee
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
1.50€ 1.50%	0.00€	View offer*

Source: justETF Research; As of 1/2026; *Affiliate link
- The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
- No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Performance

Returns overview

YTD	+5.00%
1 month	-3.08%
3 months	+5.00%
6 months	+7.69%
1 year	+26.51%
3 years	+41.26%
5 years	-
Since inception (MAX)	+47.20%
2025	+26.32%
2024	-25.20%
2023	+42.38%
2022	+34.34%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).