Core Insights - Barclays Bank reported a total market value of $252 billion for its Q2 2025 holdings, down from $353 billion in the previous quarter, indicating a decrease of approximately 34.33% [1][2] - The bank added 255 new stocks, increased holdings in 2,747 stocks, reduced holdings in 1,176 stocks, and completely sold out of 1,047 stocks during the quarter [1][2] - The top ten holdings accounted for 37.06% of the total market value [1][2] Holdings Overview - The largest holding is NVIDIA (NVDA), with approximately 100.84 million shares valued at about $15.93 billion, representing 6.32% of the portfolio, an increase of 14.2% in shares held [3][4] - Microsoft (MSFT) is the second largest holding, with around 26.97 million shares valued at approximately $13.41 billion, accounting for 5.33% of the portfolio, a decrease of 2.31% in shares held [3][4] - Apple (AAPL) ranks third, holding about 45.53 million shares valued at approximately $9.34 billion, which is 3.71% of the portfolio, with an increase of 1.91% in shares held [3][4] - Amazon (AMZN) is fourth, with approximately 36.38 million shares valued at about $7.98 billion, making up 3.17% of the portfolio, a decrease of 9.67% in shares held [3][4] - Tesla (TSLA) is fifth, holding about 20.51 million shares valued at approximately $6.51 billion, representing 2.59% of the portfolio, with an increase of 10.63% in shares held [3][4] Trading Activity - The top five purchases by percentage change in the portfolio were NVIDIA, Microsoft, Broadcom (AVGO), Tesla, and Meta [5] - The top five sales included SPDR S&P 500 ETF put options, Invesco QQQ Trust put options, SPDR S&P 500 ETF call options, Russell 2000 ETF put options, and Invesco QQQ Trust call options [6]

Group 1 - Kimberly-Clark Corporation will have key executives, including Chairman and CEO Mike Hsu, President and COO Russ Torres, and CFO Nelson Urdaneta, speaking at the Barclays 18th Annual Global Consumer Staples Conference on September 3, 2025 [1] - The conference will be broadcasted through the Investors section of Kimberly-Clark's website [1] Group 2 - Kimberly-Clark operates in over 175 countries and territories, with a portfolio of trusted brands such as Huggies, Kleenex, and Scott [2] - The company holds No. 1 or No. 2 market share positions in approximately 70 countries [2] - Kimberly-Clark is committed to sustainable practices aimed at supporting a healthy planet and building strong communities [2]

格隆汇8月13日｜巴克莱银行公共政策高级研究分析师迈克尔·麦克莱恩指出，特朗普提名接替库格勒的 斯蒂芬·米兰可能成为下一任美联储主席的黑马人选。如果得到参议院的批准，米兰可能会在任期届满 后无限期留任。特朗普本可以让库格勒的席位空缺，但他却选择迅速提名米兰，这显然在为其铺路。米 兰深得特朗普信任，始终坚定支持总统及其政策。此外，包括格林斯潘、伯南克和耶伦在内的多位前美 联储主席，都曾担任过白宫经济顾问委员会主席。而且与其他候选人相比，米兰将拥有货币政策发言权 和FOMC投票权这些优势。 来源：格隆汇APP ...

Core Insights - Constellation Brands, Inc. will participate in the 2025 Barclays Global Consumer Staples Conference on September 2, 2025, where executives will discuss financial metrics, operating performance, strategic initiatives, and future outlook [1] Company Overview - Constellation Brands is a leading international producer and marketer of beer, wine, and spirits, with operations in the U.S., Mexico, New Zealand, and Italy [3] - The company's mission focuses on building beloved brands and enhancing human connections, which drives its growth as one of the fastest-growing large consumer packaged goods companies in the U.S. [3] Product Portfolio - The company offers a diverse range of products, including high-end imported beers like Corona Extra and Modelo Especial, a variety of wines such as The Prisoner Wine Company and Robert Mondavi Winery, and craft spirits like Casa Noble Tequila and High West Whiskey [4] Sustainability and ESG Strategy - Constellation Brands emphasizes sustainable and responsible operations, integrating its Environmental, Social, and Governance (ESG) strategy into its business practices [5] - The company aims to be a good steward of the environment, invest in communities, and promote responsible beverage alcohol consumption, aligning these goals with its long-term business strategy [5]

Barclays says a win by Hungary’s opposition next year could lift the forint 5.5% by unlocking frozen EU funds https://t.co/hJfE7l3EDU ...

An ex-Barclays investment banker sued the bank for unfair dismissal alleging that an offhand comment taken out of context cost him his job https://t.co/7RlbQLO5HM ...

Core Viewpoint - Barclays PLC has experienced a significant rise in its stock price over the past year, with an 80% rally, indicating strong market performance, yet there is an expectation that the growth momentum is not yet exhausted [1]. Company Analysis - The analysis emphasizes a disciplined approach to evaluating companies, focusing on numerical data and underlying business performance rather than market narratives [1]. - The analyst possesses over 15 years of market experience and a degree in economics, which supports a thorough understanding of financial metrics and market dynamics [1]. Market Sentiment - Despite the substantial increase in stock price, the market appears to be taking a cautious approach, suggesting potential for further growth opportunities [1].

Group 1 - The investment thesis for Barclays (NYSE: BCS) focuses on its transition towards a more profitable and shareholder-return oriented institution [1] - The potential for stock price appreciation is contingent upon the successful execution of its multi-year strategic plan [1]

Core Insights - The Zacks Premium service provides tools for investors to enhance their stock market engagement and confidence [1][2] Group 1: Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank [3] - Each stock receives an alphabetic rating from A to F, with A indicating the highest potential for outperformance [4] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [4][5][6][7] Group 2: Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales [4] Group 3: Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify sustainable growth opportunities [5] Group 4: Momentum Score - The Momentum Style Score assesses price trends and earnings outlook changes to identify favorable investment timing [6] Group 5: VGM Score - The VGM Score combines all three Style Scores to highlight stocks with attractive value, strong growth forecasts, and promising momentum [7] Group 6: Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building [8] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [9] Group 7: Stock Recommendation - Barclays PLC (BCS) is highlighted as a stock to watch, currently rated 3 (Hold) with a VGM Score of B and a Value Style Score of A [12] - Barclays has total assets of £1,598.7 billion ($2,192.3 billion) as of June 30, 2025, and an upward revision in earnings estimates for fiscal 2025 [12][13] - The Zacks Consensus Estimate for Barclays is $2.23 per share, with an average earnings surprise of +36.5% [13]

Financial Results Announcement - The J.M. Smucker Co. will release its first quarter fiscal 2026 financial results on August 27, 2025, with a press release available at 7:00 a.m. Eastern Time [1] - A live question and answer session will be held with CEO Mark Smucker and CFO Tucker Marshall at 9:00 a.m. Eastern Time on the same day [1] Upcoming Conference Participation - The company will participate in the 2025 Barclays Global Consumer Staples Conference on September 2, 2025, at 12:45 p.m. Eastern Time [2] - Live webcasts and replays for both events will be accessible on the company's investor website [2] Company Overview - The J.M. Smucker Co. offers a diverse range of food products, leading in categories such as coffee, peanut butter, fruit spreads, and pet food [3] - The company is committed to quality production, responsible operations, and making a positive societal impact [3]