Itaú Unibanco Holding S.A. filings document the disclosure record of a Brazil-based financial holding company that reports to the SEC as a foreign private issuer. Form 6-K reports furnish quarterly results materials, financial statements, management discussion and analysis, earnings presentations, annual-report notices, and CVM material facts.
The bank's regulatory filings also cover Pillar 3 risk and capital management, prudential metrics, capital adequacy, risk governance, stress testing, and recovery and resolution planning. Governance-related exhibits include fiscal council materials and policies for the disclosure of material acts or facts, while capital-action disclosures address interest on capital and stock repurchase programs.
Bracher Candido reported acquisition or exercise transactions in this Form 4 filing.
Itau Unibanco Holding S.A. director Bracher Candido reported an equity award of 20,998 preferred shares (ITUB4) at a price of 0.0000 per share. After this grant, his directly held preferred-share position increased to 7,007,491 shares. The filing also notes indirect holdings by his spouse of 14,180 common shares (ITUB3) and 7,212 preferred shares (ITUB4), which are reported as spouse-owned rather than direct insider trades.
Itau Unibanco Holding S.A. director Ana Lucia de Mattos Barretto Villela reported an award of 20,998 preferred shares (ITUB4) at a price of zero per share, classified as a grant or other acquisition. This increased her directly held preferred shares to 277,809 and directly held common shares (ITUB3) remain at 2,603,229.
She also reports indirect holdings of 5,107,553,780 common shares and 191,842 preferred shares through an indirect controlling shareholder of the issuer that she controls. A footnote states she disclaims beneficial ownership of these indirect shares except to the extent of her pecuniary interest.
Itau Unibanco Holding S.A. director Egydio Setubal Alfredo reported an equity compensation grant. He received 20,998 preferred shares (ITUB4) at a price of $0.00 per share, classified as a grant, award, or other acquisition. Following this grant, his directly held preferred shares total 1,510,088.
The filing also lists large indirect holdings through a corporation and through his spouse, including 5,107,553,780 common shares (ITUB3) and additional preferred shares. A footnote states these indirect shares are held via an indirect controlling shareholder he controls and that he disclaims beneficial ownership except to the extent of his pecuniary interest.
Itaú Unibanco Holding S.A. reported strong first-quarter 2026 results, with net income of R$11.9 billion, up 10.9% from R$10.7 billion a year earlier. Recurring result reached R$11.4 billion, and recurring return on average equity rose to 22.9%, supported by a credit portfolio of about R$1.5 trillion.
Operating revenues were R$45.0 billion, down 3.9% mainly due to an 8.0% drop in net interest income, partly offset by higher loan volumes. Expected credit loss from financial assets fell 5.8%, while general and administrative expenses increased 3.0%. Services and insurance income grew 4.8%, and the Tier 1 capital ratio stood at 13.4%. The bank also approved R$3.85 billion in interest on capital and issued R$3.3 billion in Tier 2 subordinated financial bills maturing in 2036.
Itaú Unibanco reports a strong first quarter of 2026, with recurring managerial profit of R$12.3 billion, up 10.4% from a year earlier, and an annualized return on equity of 24.8% (26.4% in Brazil). Operating revenues rose to R$46.8 billion, driven by a 4.5% increase in financial margin with clients and higher insurance and fee income.
The total credit portfolio, including guarantees and private securities, reached R$1.48 trillion, growing 7.2% year over year, while the nonperforming loan ratio over 90 days stayed low and stable at 1.9%. Capital and liquidity remained solid, with a BIS ratio of 14.8%, Common Equity Tier I of 12.0% and an LCR of 195.1%.
Efficiency improved as non-interest expenses rose 4.8% year over year, below revenue growth, bringing the quarterly efficiency ratio to 37.1% and 36.2% in Brazil on a 12‑month basis. Management kept 2026 guidance unchanged, highlighting resilient credit quality and balanced loan growth across individuals, small businesses and corporates.
Itaú Unibanco Holding S.A. is presenting an updated global Policy for the Disclosure of Material Acts or Facts. The policy aligns with CVM Resolution No. 44/2021 and sets internal rules for how information that could affect its securities must be identified, approved and disclosed.
The document defines what constitutes material information, lists examples of relevant corporate events, and details the roles of the Investor Relations Officer and the Disclosure and Trading Committee. It also sets strict confidentiality duties for “Bound Persons,” establishes channels and timing for simultaneous disclosure in Brazil and abroad, and outlines sanctions for violations.
Itaú Unibanco Holding S.A. filed a Form 6-K to announce an administrative change in how it discloses material information. The company has replaced its news portal webpage for publishing material acts and facts and will now use the portal at https://mzgroup.com.br/fatos-relevantes/ with free public access.
The company also resubmitted its Registration Form (“Formulário Cadastral”) and its Policy for the Disclosure of Material Acts or Facts on the same date so they reflect the updated news portal. Investor relations contact details remain available through the Itaú website.
Itaú Unibanco Holding S.A. reports its first‑quarter 2026 risk and capital position under Brazil’s Pillar 3 rules. On March 31, 2026, the bank showed a Common Equity Tier 1 ratio of 12.0%, Tier 1 ratio of 13.4% and total capital ratio of 14.8% on R$ 1.56 trillion of risk‑weighted assets.
Total capital reached R$ 230.5 billion, giving an excess of R$ 105.7 billion above the minimum total capital requirement and a 3.2 percentage‑point buffer after all capital buffers. Liquidity remained robust, with a Liquidity Coverage Ratio of 195.1% and a Net Stable Funding Ratio of 122.0%, both comfortably above 100% regulatory thresholds.
Itaú Unibanco Holding S.A. reported a 1Q26 recurring managerial result of R$12.3 billion, up 10.4% from 1Q25, reflecting solid earnings growth after incorporating Avenue’s results. Recurring managerial ROE reached 24.8% on a consolidated basis, with Brazil posting 26.4%.
The total credit portfolio ex-foreign exchange variation was R$1,482.7 billion, 9.0% higher than a year earlier, driven by mortgages, very small, small and middle-market, and corporate loans. The bank maintained a Common Equity Tier I capital ratio of 12.0%, essentially stable versus March 2025.
Cost of credit totaled R$9.95 billion in 1Q26, 4.5% higher year over year, while consolidated non-interest expenses were R$16.2 billion, up 4.8% versus 1Q25 but 5.0% lower than 4Q25, improving the efficiency ratio to 37.1% in Brazil. Management reaffirmed that 2026 guidance ranges, including 5.5%–9.5% total credit growth and a 29.5%–32.5% financial margin with clients, remain unchanged.
Itaú Unibanco Holding S.A. reports strong early-2026 performance and strategic progress as Latin America’s largest bank by market value. Market value reached USD 96 billion on April 30, 2026, with total assets of BRL 3,200 billion and a loan portfolio of BRL 1,482.7 billion as of March 31, 2026.
In 1Q26, recurring managerial result was BRL 12.3 billion, up 10.4% versus 1Q25, driven by clients’ net interest income of BRL 31.5 billion and commissions and insurance of BRL 14.0 billion, while non-interest expenses grew more slowly. Recurring ROE reached 24.8% and the trailing efficiency ratio in Brazil improved to 36.2%.
The credit portfolio grew to BRL 1,483 billion in March 2026, up 7.2% year over year, with 90-day NPL including securities steady at 1.9%. Funding rose to BRL 1,667 billion, and liquidity and capital remained robust, with LCR at 195.1% and Tier I capital ratio at 13.4%.
The bank highlights extensive digital transformation, AI-driven initiatives and over 20,000 employees organized in 2,900+ squads, alongside an advanced ESG agenda. It targets net-zero emissions by 2050, substantial sectoral decarbonization by 2030, more diverse teams, and BRL 1 trillion in sustainable-impact financing by 2030.