Core Viewpoint - Soros Fund Management made significant adjustments to its investment portfolio in the fourth quarter, focusing on increasing exposure to tech giants while engaging in "buy high, sell low" strategies for energy and cryptocurrency stocks [1]. Group 1: Technology Sector Investments - The fund substantially increased its holdings in core technology stocks, including adding 161,000 shares of Microsoft (MSFT.US), 118,000 shares of Nvidia (NVDA.US), and approximately 66,000 shares of Apple [3]. - In the software and mobility sectors, the fund also increased its positions by acquiring approximately 216,000 shares of Atlassian (TEAM.US), 55,000 shares of Salesforce (CRM.US), and 119,000 shares of Uber (UBER.US) [3]. Group 2: Defensive and Growth Investments - In the defensive sector and consumer space, the fund increased its holdings in utility company Exelon (EXC.US) by approximately 488,000 shares and in gaming giant Electronic Arts (EA.US) by about 318,000 shares [3]. Group 3: Reduction in High Volatility and Financial Stocks - The fund reduced its positions in high-volatility and financial stocks, significantly cutting approximately 168,000 shares of Snowflake (SNOW.US) [4]. - It also reduced its holdings in Circle Internet Group (CRCL.US) by about 151,000 shares and in Interactive Brokers (IBKR.US) by approximately 813,000 shares, indicating a cautious stance towards the financial brokerage sector [5][6]. Group 4: New Positions and Exits - The fund opened new positions by purchasing gold-related assets such as New Gold (NGD.US) and established positions in DigitalBridge (DBRG.US), Blue Owl Capital (OWL.US), Exact Sciences (EXAS.US), and Xcel Energy (XEL.US) [7]. - It completely exited positions in KeyCorp (KEY.US), CareTrust REIT (CTRE.US), Cipher Mining (CIFR.US), and KKR & Co. (KKR.US), indicating a shift away from traditional banking and certain cryptocurrency mining stocks towards more stable or defensive sectors [7]. Group 5: Overall Strategy - The overall strategy of Soros Fund Management in the fourth quarter reflects a clear approach: embracing AI and core tech assets like Microsoft and Nvidia while avoiding high-volatility cloud and data companies like Snowflake, and hedging against macroeconomic uncertainties by investing in gold stocks. This "pick and choose" adjustment strategy highlights the pursuit of certainty and safety margins amid global economic uncertainties [7].

Key Takeaways KeyCorp's NII rose 23% to $4.67B in 2025, defying Fed rate cuts during the year.KEY C&I loans grew 9%. It shifted to higher-yielding commercial assets, boosting NIM.KEY sees 8-10% NII growth in 2026, with Q4 NII near $1.3B and NIM at 3.00-3.05%.KeyCorp’s (KEY) net interest income (NII) (on a tax-equivalent or TE basis) increased 23% year over year to $4.67 billion in 2025. The growth was fueled by strong commercial loan expansion, improved deposit trends, lower funding costs and continued bala ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Prospera Promotes Paul Keeton to CIO Prospera Financial Services, a Dallas-based hybrid broker/dealer and registered investment advisor overseeing $28 billion in client assets, has promoted Managing Director of Investments and Advisory Solutions Paul Keeton to chief investment officer.   In the newly created role, Keeton will oversee and lead Prospera’s investment services, including ...

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KeyCorp (NYSE:KEY) 2026 Conference February 10, 2026 08:50 AM ET Company ParticipantsChris Gorman - Chairman and CEOConference Call ParticipantsEbrahim Poonawala - Equity Research AnalystEbrahim PoonawalaSo, for our first regional bank presentation, as has been tradition over the last few years, we have Chris Gorman, Chairman and CEO KeyCorp. So, Chris, thank you so much for joining us.Chris GormanSo, check, check. So it's great to be here, and we always appreciate kind of kicking off your conference. It's ...

PresentationAll right. Good afternoon, everybody. So rounding off the corporate presentation today, we have KeyCorp. And we had Ken Gavrity. He is the Head of the Commercial Bank. And before he sits down with me for a fireside chat, he wanted to share a few slides. Ken, thank you for coming.Ken GavrityHead of Commercial Banking Perfect. Well, thanks for having me, Erika, pleased to be here, of course. So as Erika said, I lead Key's Commercial Banking business, which includes our Middle Market business segme ...

KeyCorp (NYSE:KEY) 2026 Conference February 09, 2026 03:30 PM ET Company ParticipantsKen Gavrity - Head of Commercial BankingConference Call ParticipantsErika Penala - Equity Research AnalystErika PenalaAll right, good afternoon, everybody. So, you know, rounding off the corporate presentations today, we have KeyCorp, and we had Ken Gavrity. He is the head of the commercial bank, and before he sits down with me for a fireside chat, he wanted to share a few slides. Ken, thank you for coming.Ken GavrityPerfec ...

KeyCorp UBS Financial Services Conference February 9, 2026 Ken Gavrity Head of the Commercial Bank Commercial Bank Supporting Clients Across Industries & Geographies Middle Market Total Revenue 2025 Total Average Deposits 2025 Meaningful Contributor to KEY Earnings & Returns ~$58Bn Commercial Deposits ~$2.1Bn Commercial Payments & Middle Market Growth & Returns Avg ROE across our Middle Market business(2) Commercial Payments Revenue ~17-20% ~9% CAGR over last 5 years (1) Source: BCG Global Payments Report 2 ...

HoldCo Asset Management said on Monday it will not pursue proxy fights at KeyCorp or Eastern Bancshares after the two regional banks agreed to the main changes the activist investor pressed them to ma... ...

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform CLEVELAND, Feb. 9, 2026 /PRNewswire/ -- KeyBank (NYSE: KEY) today announced a strategic expansion of its middle market capabilities with the addition of a five-person family office and private capital team led by Ward Nixon, who joins as Commercial Leader based in KeyBank's Overland Park, Kansas office. The hire reflects KeyBank's strategic ...