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We manage our capital and investment portfolio with a long-term vision and focus on sustainable value creation.

We invest in key industries for the Brazilian economy and have a portfolio consisting of strong brands that lead their markets. Our commitment is to strengthen the management of our investees, with a long-term strategy and vision, always guided by ethics and the best corporate governance practices. We seek investments in businesses with a positive impact on society, with good cash flow generation, consistent history of results, and recognized brands.

Funcionárias

Get to know the profile of the companies in our portfolio:

With almost a century of its foundation, it is the largest private bank in Brazil, the largest financial institution in Latin America and one of the largest in the world in market value: approximately US$59.8 billion in December 2020.

It has 97 thousand direct employees in offices in the Americas, Europe and Asia, in addition to more than 4 thousand branches in Brazil and abroad.

It operates in Retail - financing, loans and credit offer - and in Wholesale - banking services and investment products (fixed and variable income) and in business in Latin America, being the leader in several segments.

In 2020, for the 16th consecutive year, Itaú was the most valuable brand in Brazil, valued at approximately R$37.4 billion, according to the Interbrand Ranking, and, for the 12th consecutive year among the best companies to work for, in the Large Companies category, according to the Great Place to Work Institute and Época Negócios magazine.

It is also one of the leading companies in social investment in the country, either through direct contributions and projects subscribed to incentive laws, or through our institutes and foundations. In 2020, more than R$ 2 billion were invested in projects in Brazil and abroad. Of this amount, 95% was allocated through donations and sponsorships made by Itaú Unibanco itself.

Highlights 2020 (IFRS)
Net Profit R$ 15.1 bn
Shareholders' Equity R$ 154.5 bn
ROE 10.2%
Total Assets R$ 2.0 tn
AUM R$ 750 bn
Clients 56 mn
Market Value R$ 309 bn
Gráfico

B3: tickers ITUB3 and ITUB4.

Fachada Itaú Unibanco

Active portfolio management

Over the past years, Itaúsa has stepped up the revision of its business portfolio to keep attractive long-term returns, risk control, profitability and cash flow growth, thus maximizing the creation of value to stockholders.

Accordingly, the characteristics of Itaúsa’s capital, reputation and financial capacity are features that foster its attractiveness to investment banks and strategic partners.

This active portfolio management has resulted in the assessment of several projects in recent years, some of them with the execution of non-disclosure agreements, others with the execution of deals, the most recent of which involved NTS, Alpargatas, Copa Energia and Aegea Saneamento. Additionally, it is worth mentioning some changes made in the investment portfolio in 2018, which resulted in Itaúsa leaving the chemical, commercial and banking automation, and technology services areas by completing the sale of the ownership interest held in Elekeiroz and the sale of the remaining interest indirectly held in Oki Brazil through Itautec.

Through its portfolio management, Itaúsa guides the investee’s strategic, financial and social decision making and, simultaneously, shares its governance culture, ethical values, attention to risk management, appreciation of professionals, discipline in capital allocation and focus on long-term value creation, as well as its E&S engagement.

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