← All themes Digital Payments & Fintech

Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
BlackRock
BlackRock
New York
$9.09B +$691M 21 0.16% Increased
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.57B -$173M 3 3.65% Reduced
3
State Street
State Street
Massachusetts
$2.8B +$96.3M 19 0.1% Increased
4
Morgan Stanley
Morgan Stanley
New York
$2.69B +$494M 21 0.16% Increased
5
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$2.29B +$2.72B 17 0.06% New
6
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$2.16B +$2.56B 16 0.11% New
7
Capital Research Global Investors
Capital Research Global Investors
California
$1.96B -$577M 2 0.3% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B -$59.3M 18 0.09% Reduced
9
Geode Capital Management
Geode Capital Management
Massachusetts
$1.51B +$75.8M 21 0.09% Increased
10
JP Morgan Chase
JP Morgan Chase
New York
$1.41B -$1.14B 19 0.09% Reduced
11
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.14B $0 1 0.43% Maintained
12
WCM Investment Management
WCM Investment Management
California
$1.08B -$15.4M 4 2.46% Reduced
13
Bank of America
Bank of America
North Carolina
$1.08B +$72M 19 0.08% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.07B +$37.4M 15 0.22% Increased
15
Harris Associates
Harris Associates
Illinois
$1.04B -$26.2M 1 1.38% Reduced
16
Wellington Management Group
Wellington Management Group
Massachusetts
$1.03B +$59M 14 0.19% Increased
17
Goldman Sachs
Goldman Sachs
New York
$1.01B +$283M 21 0.12% Increased
18
GP
Galileo PTC
British Virgin Islands
$979M $0 1 95.95% Maintained
19
UBS Group
UBS Group
Switzerland
$893M +$394M 21 0.13% Increased
20
SoftBank Group
SoftBank Group
Japan
$833M $0 3 7.3% Maintained
21
D.E. Shaw & Co
D.E. Shaw & Co
New York
$804M +$101M 15 0.48% Increased
22
American Century Companies
American Century Companies
Missouri
$797M +$3.89M 16 0.41% Increased
23
Northern Trust
Northern Trust
Illinois
$785M +$6.73M 19 0.1% Increased
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$703M -$8.15M 14 0.08% Reduced
25
TCMX
Technology Crossover Management X
California
$612M $0 1 78.31% Maintained