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
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$2.01B
2 +$1.41B
3 +$978M
4
JPM icon
JPMorgan Chase
JPM
+$714M
5
TSLA icon
Tesla
TSLA
+$626M

Top Sells

1 +$1.68B
2 +$1.41B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$855M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$550M

Sector Composition

1 Technology 34.36%
2 Financials 12.76%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAYX icon
226
Paychex
PAYX
$40.2B
$196M 0.04%
1,344,429
+408,701
TER icon
227
Teradyne
TER
$26.6B
$195M 0.04%
2,167,910
+68,401
ETSY icon
228
Etsy
ETSY
$5.77B
$194M 0.04%
3,874,334
-1,155,122
ALL icon
229
Allstate
ALL
$55.3B
$194M 0.04%
961,768
+231,285
APD icon
230
Air Products & Chemicals
APD
$58.5B
$191M 0.04%
678,342
+105,286
RMD icon
231
ResMed
RMD
$36.8B
$191M 0.04%
738,947
-1,409
GD icon
232
General Dynamics
GD
$92.9B
$188M 0.04%
645,536
-80,265
HIG icon
233
Hartford Financial Services
HIG
$37.2B
$187M 0.04%
1,476,278
-53,856
AFL icon
234
Aflac
AFL
$60.3B
$187M 0.04%
1,768,706
-131,638
RCL icon
235
Royal Caribbean
RCL
$69.7B
$187M 0.04%
595,598
-30,533
VST icon
236
Vistra
VST
$58.1B
$186M 0.04%
959,976
-211,078
CTSH icon
237
Cognizant
CTSH
$35.5B
$186M 0.04%
2,382,950
+309,385
AMT icon
238
American Tower
AMT
$84.8B
$186M 0.04%
840,190
-241,210
SHOP icon
239
Shopify
SHOP
$191B
$186M 0.04%
1,608,488
+1,235,846
XLE icon
240
Energy Select Sector SPDR Fund
XLE
$27.2B
$185M 0.04%
2,180,812
-3,700,330
JCI icon
241
Johnson Controls International
JCI
$78.7B
$182M 0.04%
1,723,215
+25,437
TDG icon
242
TransDigm Group
TDG
$74.6B
$181M 0.04%
119,071
+9,467
FDX icon
243
FedEx
FDX
$63.1B
$181M 0.04%
795,989
+81,603
KDP icon
244
Keurig Dr Pepper
KDP
$36.7B
$180M 0.04%
5,440,910
+67,186
AXON icon
245
Axon Enterprise
AXON
$44B
$179M 0.04%
216,647
-11,887
AZEK
246
DELISTED
The AZEK Co
AZEK
$178M 0.04%
3,283,216
+2,633,254
DD icon
247
DuPont de Nemours
DD
$17B
$178M 0.04%
2,595,063
+965,914
FXI icon
248
iShares China Large-Cap ETF
FXI
$6.95B
$176M 0.04%
4,796,207
+526,048
PDD icon
249
Pinduoduo
PDD
$191B
$174M 0.04%
1,659,381
+99,092
MET icon
250
MetLife
MET
$52.4B
$173M 0.04%
2,156,595
+753,084