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
AFL icon
326
Aflac
AFL
$58.5B
$125M 0.03%
1,123,170
-645,536
EOG icon
327
EOG Resources
EOG
$57.2B
$125M 0.03%
1,115,398
+93,992
TRGP icon
328
Targa Resources
TRGP
$36.7B
$125M 0.03%
746,412
-231,787
SHY icon
329
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$125M 0.03%
1,506,142
+762,773
VMC icon
330
Vulcan Materials
VMC
$38.7B
$125M 0.03%
404,782
-208,553
CTSH icon
331
Cognizant
CTSH
$36.9B
$122M 0.03%
1,822,729
-560,221
EMR icon
332
Emerson Electric
EMR
$73.5B
$121M 0.03%
919,120
-179,212
GLIBK
333
GCI Liberty Inc Series C
GLIBK
$1.05B
$120M 0.03%
+3,218,317
EL icon
334
Estee Lauder
EL
$33.1B
$119M 0.03%
1,352,892
+288,055
COR icon
335
Cencora
COR
$72.7B
$118M 0.03%
378,221
-149,276
KMI icon
336
Kinder Morgan
KMI
$59B
$118M 0.03%
4,150,590
-709,138
NSC icon
337
Norfolk Southern
NSC
$64.9B
$117M 0.03%
389,617
-267,816
CBRE icon
338
CBRE Group
CBRE
$48.3B
$117M 0.03%
741,388
-74,682
HBAN icon
339
Huntington Bancshares
HBAN
$25.3B
$117M 0.03%
6,753,652
+689,897
KWEB icon
340
KraneShares CSI China Internet ETF
KWEB
$9.07B
$116M 0.03%
2,763,123
+2,224,390
PCG icon
341
PG&E
PCG
$34.6B
$115M 0.02%
7,610,340
+392,614
MET icon
342
MetLife
MET
$49.9B
$114M 0.02%
1,382,784
-773,811
AMRZ
343
Amrize Ltd
AMRZ
$28.1B
$113M 0.02%
2,332,762
+406,104
SMCI icon
344
Super Micro Computer
SMCI
$19.4B
$110M 0.02%
2,300,954
+719,187
FIS icon
345
Fidelity National Information Services
FIS
$34B
$110M 0.02%
1,663,707
-135,656
EXR icon
346
Extra Space Storage
EXR
$28.1B
$109M 0.02%
773,852
+379,168
IP icon
347
International Paper
IP
$20.7B
$109M 0.02%
2,348,177
+259,371
XLF icon
348
Financial Select Sector SPDR Fund
XLF
$52.5B
$108M 0.02%
2,011,608
-703,240
FOXA icon
349
Fox Class A
FOXA
$28.7B
$108M 0.02%
1,715,080
-88,773
VLTO icon
350
Veralto
VLTO
$25.8B
$108M 0.02%
1,009,547
-12,987