Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.55T
$18.2B 3.95%
27,227,978
+260,248
NVDA icon
2
NVIDIA
NVDA
$4.32T
$16.3B 3.54%
87,398,793
-13,440,871
AAPL icon
3
Apple
AAPL
$4.09T
$10.7B 2.31%
41,840,175
-3,685,567
AMZN icon
4
Amazon
AMZN
$2.46T
$8.45B 1.83%
38,461,646
+2,081,534
TSLA icon
5
Tesla
TSLA
$1.39T
$7.26B 1.57%
16,315,731
-4,190,432
AVGO icon
6
Broadcom
AVGO
$1.82T
$6.55B 1.42%
19,860,308
-255,623
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.9T
$5.5B 1.19%
22,629,169
-3,862,042
META icon
8
Meta Platforms (Facebook)
META
$1.6T
$5.35B 1.16%
7,285,159
+1,724
JPM icon
9
JPMorgan Chase
JPM
$825B
$4.44B 0.96%
14,062,065
-459,645
SPY icon
10
SPDR S&P 500 ETF Trust
SPY
$696B
$3.74B 0.81%
5,607,687
-2,573,583
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.46B 0.75%
6,889,008
+155,983
GOOG icon
12
Alphabet (Google) Class C
GOOG
$3.91T
$3.01B 0.65%
12,340,654
-3,886,454
V icon
13
Visa
V
$646B
$2.9B 0.63%
8,493,801
+478,611
PLTR icon
14
Palantir
PLTR
$390B
$2.41B 0.52%
13,212,069
+3,317,011
NFLX icon
15
Netflix
NFLX
$442B
$2.33B 0.51%
19,468,420
+2,474,800
AMD icon
16
Advanced Micro Devices
AMD
$336B
$2.14B 0.46%
13,216,885
-1,020,464
MA icon
17
Mastercard
MA
$491B
$2.05B 0.44%
3,607,403
-151,587
HON icon
18
Honeywell
HON
$121B
$1.93B 0.42%
9,159,743
+853,093
PEP icon
19
PepsiCo
PEP
$200B
$1.81B 0.39%
12,915,892
+4,682,959
ORCL icon
20
Oracle
ORCL
$562B
$1.57B 0.34%
5,588,330
+1,100,744
QCOM icon
21
Qualcomm
QCOM
$175B
$1.54B 0.33%
9,284,552
+962,126
TSM icon
22
TSMC
TSM
$1.48T
$1.47B 0.32%
5,250,179
+411,212
LRCX icon
23
Lam Research
LRCX
$191B
$1.37B 0.3%
10,238,578
+2,500,151
WMT icon
24
Walmart
WMT
$853B
$1.35B 0.29%
13,145,336
+5,461,028
COST icon
25
Costco
COST
$396B
$1.34B 0.29%
1,449,080
+130,321