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
UL icon
2526
Unilever
UL
$145B
$1.15M ﹤0.01%
18,809
-91,201
NEE.PRR
2527
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
$1.15M ﹤0.01%
28,890
+4,578
BRRWU
2528
Columbus Circle Capital Corp I Units
BRRWU
$220M
$1.15M ﹤0.01%
+100,000
SCVL icon
2529
Shoe Carnival
SCVL
$475M
$1.14M ﹤0.01%
61,143
+12,351
MGPI icon
2530
MGP Ingredients
MGPI
$533M
$1.14M ﹤0.01%
38,136
+13,773
HAFN icon
2531
Hafnia
HAFN
$3.23B
$1.14M ﹤0.01%
229,107
-274,978
OSPN icon
2532
OneSpan
OSPN
$482M
$1.14M ﹤0.01%
68,301
+18,856
PACS icon
2533
PACS Group
PACS
$1.64B
$1.14M ﹤0.01%
88,131
+35,762
MNMD icon
2534
MindMed
MNMD
$1.1B
$1.14M ﹤0.01%
175,233
+55,660
RBCAA icon
2535
Republic Bancorp
RBCAA
$1.31B
$1.14M ﹤0.01%
15,536
+5,197
ALRS icon
2536
Alerus Financial
ALRS
$552M
$1.13M ﹤0.01%
52,429
+15,347
OBT icon
2537
Orange County Bancorp
OBT
$354M
$1.13M ﹤0.01%
43,845
+21,196
KDK
2538
Kodiak AI
KDK
$1.18B
$1.13M ﹤0.01%
+100,000
ATAT icon
2539
Atour Lifestyle Holdings
ATAT
$5.42B
$1.13M ﹤0.01%
34,784
-118,712
FSBW icon
2540
FS Bancorp
FSBW
$300M
$1.13M ﹤0.01%
28,731
+3,665
ALT icon
2541
Altimmune
ALT
$435M
$1.13M ﹤0.01%
292,095
+104,633
GCT icon
2542
GigaCloud Technology
GCT
$1.13B
$1.13M ﹤0.01%
57,027
+18,024
MRP
2543
Millrose Properties Inc
MRP
$5.17B
$1.13M ﹤0.01%
39,579
+5,740
GLPG icon
2544
Galapagos
GLPG
$2.06B
$1.13M ﹤0.01%
40,169
+8,309
INVX
2545
Innovex International
INVX
$1.52B
$1.12M ﹤0.01%
71,945
+26,715
AOUT icon
2546
American Outdoor Brands
AOUT
$81.6M
$1.12M ﹤0.01%
107,134
+107,022
RIGL icon
2547
Rigel Pharmaceuticals
RIGL
$761M
$1.12M ﹤0.01%
59,806
+30,595
MBUU icon
2548
Malibu Boats
MBUU
$489M
$1.12M ﹤0.01%
35,676
+3,459
PX icon
2549
P10
PX
$1.09B
$1.12M ﹤0.01%
109,396
+53,146
BMRC icon
2550
Bank of Marin Bancorp
BMRC
$419M
$1.12M ﹤0.01%
48,884
+8,499