UBS Group AG

Position in ITUB — Itau Unibanco Holding S.A.

CIK 1610520 ZURICH, V8

Back to ITUB Full portfolio

Position in ITUB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$53,258,835

+$8,304,190 QoQ

Shares Held

6,355,470

+1.2% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 36.21861168410834.ToString("F0")% Shared 0.ToString("F0")% None 63.78138831589166.ToString("F0")%

Common Shares in ITUB Over Time

Shares Held

Position Value (USD)

Derivatives in ITUB

reported options exposure · as of Mar 31, 2026

CallValue

$402,240

CallShares

48,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

UBS Group AG holds $6,203,885,587 across 312 Banks - Regional names. ITUB ranks #27 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DB	Deutsche Bank Aktiengesellschaft	31,753,585	$945,621,757
2	PNC	Pnc Financial Services Group, Inc.	1,743,133	$362,728,545
3	HBAN	Huntington Bancshares Inc /Md/	19,279,048	$301,717,100
4	TFC	Truist Financial Corp	6,415,455	$294,918,462
5	USB	US Bancorp De	5,652,311	$293,976,693
6	FITB	Fifth Third Bancorp	6,162,128	$286,292,464
7	WBS	Webster Financial Corp	2,829,670	$196,435,690
8	MTB	M&T Bank Corp	921,146	$190,419,299

All Filings in ITUB

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$402,240	48,000	-99.2%	Call	Defined	2026-05-05
2026-03-31	$53,258,835	6,355,470	+1.2%	Shares	Defined	2026-05-05
2025-12-31	$44,954,645	6,278,582	+94074.0%	Shares	Defined	2026-01-29
2025-12-31	$47,735	6,667	+2.7%	Put	Defined	2026-01-29
2025-09-30	$46,249	6,490	-99.8%	Put	Defined	2025-11-13
2025-09-30	$29,295,435	4,110,948	-3.4%	Shares	Defined	2025-11-13
2025-06-30	$28,058,087	4,256,256	+65481.8%	Shares	Defined	2025-08-14
2025-06-30	$42,783	6,490	-99.9%	Put	Defined	2025-08-14
2025-03-31	$26,732,733	5,006,318	+77039.0%	Shares	Defined	2025-05-13
2025-03-31	$34,655	6,490	-99.9%	Put	Defined	2025-05-13
2024-12-31	$26,014,507	5,942,371	+78089.1%	Shares	Defined	2025-02-14
2024-12-31	$33,271	7,600	-99.8%	Put	Defined	2025-02-14
2024-09-30	$20,773,651	3,539,315	+428.0%	Shares	Defined	2024-11-14
2024-09-30	$3,934,481	670,338	+1815.3%	Call	Defined	2024-11-14
2024-09-30	$205,429	35,000	-94.8%	Put	Defined	2024-11-14
2024-06-30	$3,455,257	670,338	-87.5%	Call	Defined	2024-08-14
2024-06-30	$27,633,090	5,360,965	+15217.0%	Shares	Defined	2024-08-14
2024-06-30	$180,407	35,000	-99.4%	Put	Defined	2024-08-14
2024-03-31	$36,562,845	5,977,740	+16979.3%	Shares	Defined	2024-05-13
2024-03-31	$214,077	35,000	-98.3%	Put	Defined	2024-05-13
2023-12-31	$12,283,122	2,002,400	-58.1%	Put	Defined	2024-02-09
2023-12-31	$29,345,206	4,783,869	+138.5%	Shares	Defined	2024-02-09
2023-12-31	$12,305,205	2,006,000	+100.1%	Call	Defined	2024-02-09
2023-09-30	$4,750,975	1,002,400	-0.4%	Put	Defined	2023-11-09
2023-09-30	$4,768,037	1,006,000	-77.1%	Call	Defined	2023-11-09
2023-09-30	$20,821,287	4,393,048	+339.3%	Shares	Defined	2023-11-09
2023-06-30	$5,207,400	1,000,000	0.0%	Put	Defined	2023-08-11
2023-06-30	$5,207,400	1,000,000	-78.0%	Call	Defined	2023-08-11
2023-06-30	$23,617,659	4,535,404	+21.1%	Shares	Defined	2023-08-11
2023-03-31	$16,095,006	3,744,506	-25.7%	Shares	Defined	2023-05-12
2022-12-31	$20,962,472	5,042,572	-24.1%	Shares	Defined	2023-02-08
2022-09-30	$30,310,539	6,642,533	+79.8%	Shares	Defined	2022-11-10
2022-06-30	$13,956,592	3,694,567	+11.0%	Shares	Defined	2022-08-10
2022-03-31	$16,780,555	3,329,674	+1214.9%	Shares	Defined	2022-05-16
2021-12-31	$838,110	253,221	-95.9%	Call	Defined	2022-02-14
2021-12-31	$20,598,554	6,223,505	+11.8%	Shares	Defined	2022-02-14
2021-12-31	$18,417,921	5,564,663	+5.7%	Put	Defined	2022-02-14
2021-09-30	$20,183,043	5,263,403	+67.3%	Shares	Defined	2021-11-15
2021-09-30	$12,063,057	3,145,845	+307.0%	Put	Defined	2021-11-15
2021-09-30	$2,963,850	772,923	-84.4%	Call	Defined	2021-11-15
2021-06-30	$21,688,084	4,959,544	+241.7%	Shares	Defined	2021-08-13
2021-06-30	$6,346,198	1,451,223	-63.7%	Call	Defined	2021-08-13
2021-06-30	$17,485,637	3,998,545	+252.8%	Put	Defined	2021-08-13
2021-03-31	$4,090,523	1,133,423	-81.9%	Call	Defined	2021-05-12
2021-03-31	$22,557,313	6,250,295	+136.2%	Shares	Defined	2021-05-12
2021-03-31	$9,548,854	2,645,845	-49.9%	Put	Defined	2021-05-12
2020-12-31	$23,398,282	5,280,230	+75.7%	Shares	Defined	2021-02-11
2020-12-31	$13,316,056	3,005,000	+39.4%	Put	Defined	2021-02-11
2020-09-30	$6,240,880	2,155,000	-54.5%	Put	Defined	2020-11-12
2020-09-30	$13,702,595	4,731,560	—	Shares	Defined	2020-11-12
No filing history on record for this holder in this stock.