Brazil Exposure Stocks
Companies with a large Brazilian business: the banks, Petrobras, Vale, utilities and consumer companies, plus foreign steel, agribusiness, fertilizer and fintech companies for which Brazil is a fifth or more of revenue.
As of Nov 2, 2026, Brazil Exposure has 68 US-listed companies worth $1.1T combined. The median member moved -4.7% over the past week; EMBJ led among the 25 largest at +6.0% and BBD trailed at -12.6%.
Companies in Brazil Exposure
- SAN – Banco Santander SA ADR, $165B
- PBR – Petroleo Brasileiro Petrobras SA ADR, $142B
- MELI – MercadoLibre Inc., $82.4B
- ITUB – Itau Unibanco Banco Holding SA, $79B
- AMX – America Movil SAB de CV ADR, $73.9B
- NU – Nu Holdings Ltd, $56.1B
- VALE – Vale SA ADR, $48.3B
- MT – ArcelorMittal SA ADR, $45B
- ABEV – Ambev SA ADR, $41.5B
- JBS – JBS N.V., $39B
- BBD – Banco Bradesco SA ADR, $28.6B
- KOF – Coca-Cola Femsa SAB de CV ADR, $24.6B
- KGC – Kinross Gold Corporation, $24.2B
- AXICY – AXIA Energia SA, $20.4B
- BG – Bunge Global SA, $18.1B
- VIV – Telefonica Brasil SA ADR, $17.9B
- BSBR – Banco Santander Brasil SA ADR, $16.5B
- SBS – Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR, $15.9B
- EMBJ – Embraer S.A., $13.4B
- LTM – LATAM Airlines Group S.A., $13.1B
- SUZ – Suzano Papel e Celulose SA ADR, $11.4B
- TX – Ternium SA ADR, $10.4B
- GGB – Gerdau SA ADR, $9.1B
- TIMB – TIM Participacoes SA, $8.4B
- ELPC – Companhia Paranaense de Energia - COPEL, $7.8B
- XP – Xp Inc, $7.3B
- UGP – Ultrapar Participacoes SA ADR, $6.2B
- MOS – The Mosaic Company, $6B
- AUGO – Aura Minerals Inc. Common Shares, $5.6B
- CIG – Companhia Energetica de Minas Gerais CEMIG Pref ADR, $5.2B
- AKO-B – Embotelladora Andina S.A, $4.4B
- DLO – Dlocal Ltd, $4.2B
- PAGS – PagSeguro Digital Ltd, $3.2B
- ERO – Ero Copper Corp, $3B
- SDRL – Seadrill Limited, $3B
- CSAN – Cosan SA ADR, $2.7B
- AMBP – Ardagh Metal Packaging SA, $2.7B
- CSANY – Cosan S.A., $1.9B
- INTR – Inter & Co. Inc. Class A Common Shares, $1.8B
- STNE – StoneCo Ltd, $1.8B
- AGBK – AGI Inc, $1.7B
- SID – Companhia Siderurgica Nacional ADR, $1.7B
- ARCO – Arcos Dorados Holdings Inc, $1.7B
- PAX – Patria Investments Ltd, $1.5B
- AGRO – Adecoagro SA, $1.5B
- NEXA – Nexa Resources SA, $1.5B
- SLVM – Sylvamo Corp, $1.3B
- AFYA – Afya Ltd, $1.3B
- AZUL – Azul S.A., $1.3B
- IMC – IMC Rare Earths Ltd, $1.1B
- ITRN – Ituran Location and Control Ltd, $986M
- FMC – FMC Corporation, $964M
- SGML – Sigma Lithium Resources Corp, $956M
- PICS – Picpay Holdings Netherlands N.V. Class A Common Shares, $920M
- VINP – Vinci Partners Investments Ltd, $758M
- VTEX – VTEX, $635M
- EVEX – Eve Holding Inc, $523M
- BRBI – BRBI BR Partners S.A. ADSs, $402M
- CINT – Ci&T Inc, $395M
- LND – Brasilagro Adr, $319M
- BAK – Braskem SA Class A, $262M
- REA – Rare Earths Americas, Inc., $206M
- GRO – Brazil Potash Corp., $128M
- UFI – Unifi Inc, $110M
- ATLX – Atlas Lithium Corporation Common Stock, $69.2M
- NFE – New Fortress Energy LLC, $54.2M
- LGO – Largo Resources Ltd, $51.1M
- ATCX – Atlas Critical Minerals Corporation, $13M