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
CTVA icon
276
Corteva
CTVA
$44.7B
$153M 0.04%
2,050,653
+481,664
CARR icon
277
Carrier Global
CARR
$46.5B
$148M 0.03%
2,026,339
+664,491
FIS icon
278
Fidelity National Information Services
FIS
$34.3B
$146M 0.03%
1,799,363
-85,869
EMR icon
279
Emerson Electric
EMR
$72.2B
$146M 0.03%
1,098,332
-426,396
XLK icon
280
Technology Select Sector SPDR Fund
XLK
$94.2B
$146M 0.03%
578,235
-13,876
ENTG icon
281
Entegris
ENTG
$12.3B
$146M 0.03%
1,810,831
+922,731
LULU icon
282
lululemon athletica
LULU
$20.1B
$146M 0.03%
613,802
+208,060
ED icon
283
Consolidated Edison
ED
$36.4B
$145M 0.03%
1,444,774
+409,647
PSX icon
284
Phillips 66
PSX
$56.2B
$145M 0.03%
1,212,540
-897,889
KMI icon
285
Kinder Morgan
KMI
$59.8B
$143M 0.03%
4,859,728
+593,750
XLF icon
286
Financial Select Sector SPDR Fund
XLF
$54.5B
$142M 0.03%
2,714,848
+242,039
SE icon
287
Sea Limited
SE
$82.9B
$141M 0.03%
883,452
-279,081
SLB icon
288
SLB Ltd
SLB
$54.2B
$139M 0.03%
4,111,367
-1,302,671
CCEP icon
289
Coca-Cola Europacific Partners
CCEP
$41.3B
$139M 0.03%
1,496,240
-187,414
KHC icon
290
Kraft Heinz
KHC
$29.5B
$138M 0.03%
5,337,550
+1,762,203
SYY icon
291
Sysco
SYY
$35.9B
$137M 0.03%
1,807,965
+408,331
SNOW icon
292
Snowflake
SNOW
$87B
$137M 0.03%
611,178
-178,038
URI icon
293
United Rentals
URI
$53.7B
$137M 0.03%
181,406
-980
NDAQ icon
294
Nasdaq
NDAQ
$49.9B
$136M 0.03%
1,521,914
-36,959
GLW icon
295
Corning
GLW
$70.6B
$136M 0.03%
2,584,276
+752,076
ROK icon
296
Rockwell Automation
ROK
$42.7B
$135M 0.03%
406,335
+137,886
SRE icon
297
Sempra
SRE
$60.2B
$133M 0.03%
1,755,147
+372,966
PPG icon
298
PPG Industries
PPG
$22B
$132M 0.03%
1,161,455
+472,571
BDX icon
299
Becton Dickinson
BDX
$55.3B
$131M 0.03%
762,881
-2,428
STT icon
300
State Street
STT
$33B
$131M 0.03%
1,233,988
-171,508