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
BKR icon
276
Baker Hughes
BKR
$48.8B
$162M 0.04%
3,333,953
-1,184,481
AMP icon
277
Ameriprise Financial
AMP
$42.1B
$162M 0.04%
329,419
-56,524
KMB icon
278
Kimberly-Clark
KMB
$35.2B
$161M 0.03%
1,293,919
+365,586
CMS icon
279
CMS Energy
CMS
$22.8B
$161M 0.03%
2,194,480
+885,649
APO icon
280
Apollo Global Management
APO
$75.8B
$159M 0.03%
1,195,591
-250,728
DDOG icon
281
Datadog
DDOG
$55.8B
$159M 0.03%
1,117,654
+527,593
RMD icon
282
ResMed
RMD
$37.3B
$159M 0.03%
579,632
-159,315
CRDO icon
283
Credo Technology Group
CRDO
$26.7B
$158M 0.03%
1,082,081
+696,983
SRE icon
284
Sempra
SRE
$60.4B
$158M 0.03%
1,750,490
-4,657
SLB icon
285
SLB Ltd
SLB
$53.6B
$156M 0.03%
4,548,661
+437,294
DD icon
286
DuPont de Nemours
DD
$16.2B
$156M 0.03%
2,001,876
-593,187
LQD icon
287
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$155M 0.03%
1,386,727
-732,723
SNOW icon
288
Snowflake
SNOW
$84.8B
$153M 0.03%
676,999
+65,821
SYY icon
289
Sysco
SYY
$36.4B
$153M 0.03%
1,854,262
+46,297
AME icon
290
Ametek
AME
$45.4B
$152M 0.03%
807,020
+143,714
IDXX icon
291
Idexx Laboratories
IDXX
$61.2B
$151M 0.03%
236,670
-68,510
ULTA icon
292
Ulta Beauty
ULTA
$23.4B
$151M 0.03%
276,463
+146,130
TTD icon
293
Trade Desk
TTD
$18.9B
$149M 0.03%
3,048,438
+2,333,744
VST icon
294
Vistra
VST
$57.9B
$149M 0.03%
762,408
-197,568
VRNA
295
DELISTED
Verona Pharma
VRNA
$149M 0.03%
1,393,716
+1,283,105
WDC icon
296
Western Digital
WDC
$53.1B
$147M 0.03%
1,227,487
+244,245
HLT icon
297
Hilton Worldwide
HLT
$66.2B
$147M 0.03%
567,751
-49,879
TPR icon
298
Tapestry
TPR
$22B
$147M 0.03%
1,297,394
+852,908
ED icon
299
Consolidated Edison
ED
$35.7B
$146M 0.03%
1,454,995
+10,221
CRS icon
300
Carpenter Technology
CRS
$16.1B
$145M 0.03%
591,981
+32,645