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
YUM icon
301
Yum! Brands
YUM
$41.6B
$131M 0.03%
883,800
+263,116
RF icon
302
Regions Financial
RF
$21.9B
$131M 0.03%
5,565,242
+363,112
WAB icon
303
Wabtec
WAB
$34.9B
$130M 0.03%
619,174
+151,703
DELL icon
304
Dell
DELL
$89.8B
$130M 0.03%
1,057,268
-61,408
FITB icon
305
Fifth Third Bancorp
FITB
$28.1B
$128M 0.03%
3,107,152
+777,995
CAH icon
306
Cardinal Health
CAH
$49B
$127M 0.03%
756,768
+43,765
GM icon
307
General Motors
GM
$67.1B
$127M 0.03%
2,580,535
-991,307
DXCM icon
308
DexCom
DXCM
$23.3B
$127M 0.03%
1,449,934
+870
LNG icon
309
Cheniere Energy
LNG
$45.9B
$125M 0.03%
513,459
+172,775
HYG icon
310
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$124M 0.03%
1,542,161
-1,518,559
SYF icon
311
Synchrony
SYF
$26.6B
$123M 0.03%
1,836,712
+700,831
EOG icon
312
EOG Resources
EOG
$59.3B
$122M 0.03%
1,021,406
-45,428
ETR icon
313
Entergy
ETR
$42.2B
$122M 0.03%
1,463,967
+170,015
VICI icon
314
VICI Properties
VICI
$32.5B
$120M 0.03%
3,693,275
+1,673,445
AME icon
315
Ametek
AME
$44.7B
$120M 0.03%
663,306
+24,491
DTE icon
316
DTE Energy
DTE
$28.6B
$120M 0.03%
904,453
+320,194
KMB icon
317
Kimberly-Clark
KMB
$34.7B
$120M 0.03%
928,333
-265,018
ESGR
318
DELISTED
Enstar Group
ESGR
$119M 0.03%
354,754
+164,603
ACGL icon
319
Arch Capital
ACGL
$33.6B
$119M 0.03%
1,307,637
-325,042
RSG icon
320
Republic Services
RSG
$63.8B
$119M 0.03%
482,646
-42,331
MTB icon
321
M&T Bank
MTB
$28.6B
$118M 0.03%
610,545
+100,310
AEE icon
322
Ameren
AEE
$28.3B
$118M 0.03%
1,231,412
+40,193
GEHC icon
323
GE HealthCare
GEHC
$33.7B
$118M 0.03%
1,588,493
+239,394
CNC icon
324
Centene
CNC
$17.7B
$117M 0.03%
2,164,395
+271,116
PEG icon
325
Public Service Enterprise Group
PEG
$41.1B
$117M 0.03%
1,395,063
+60,172