Itaú Unibanco Holding SA

ISIN US4655621062

 | 

Code du titre A0RGKJ

Cap. boursière (en EUR)
78,685 m
Country
Brazil
Secteur
Finance
Rendement en dividendes
8.11%
 

Overzicht

Koers

Beschrijving

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

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 78,685 m
WPA, EUR 0.62
KBV 2.5
K/W 13.1
Dividendrendement 8.11%

Income statement (2024)

Omzet, EUR 58,173 m
Netto-inkomen, EUR 7,046 m
Winstmarge 12.11%

What ETF is Itaú Unibanco Holding SA in?

There is 1 ETF which contains Itaú Unibanco Holding SA.
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
iShares BIC 50 UCITS ETF USD (Dist) 2.11%
Equity
Emerging Markets
141

Prestaties

Rendementsoverzicht

YTD +20,83%
1 maand +20,83%
3 maanden +13,28%
6 maanden +30,63%
1 jaar +29,93%
3 jaar +63,29%
5 jaar -
Since inception +69,39%
2025 +26,32%
2024 -25,20%
2023 +42,38%
2022 +34,34%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 29,20%
Volatiliteit 3 jaar 27,93%
Volatiliteit 5 jaar -
Rendement/Risico 1 jaar 1,02
Rendement/Risico 3 jaar 0,64
Rendement/Risico 5 jaar -
Maximaal waardedaling 1 jaar -17,67%
Maximaal waardedaling 3 jaar -29,34%
Maximaal waardedaling 5 jaar -
Maximaal waardedaling sinds aanvang -41,09%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.