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
HSY icon
326
Hershey
HSY
$36.1B
$117M 0.03%
703,135
-5,994
SMH icon
327
VanEck Semiconductor ETF
SMH
$35.1B
$117M 0.03%
417,913
+348,524
GDDY icon
328
GoDaddy
GDDY
$17.7B
$116M 0.03%
645,375
+290,337
EFA icon
329
iShares MSCI EAFE ETF
EFA
$68.9B
$116M 0.03%
1,297,590
-195,139
CBRE icon
330
CBRE Group
CBRE
$45.6B
$114M 0.03%
816,070
-46,577
LHX icon
331
L3Harris
LHX
$53.9B
$114M 0.03%
455,366
-2,688
PWR icon
332
Quanta Services
PWR
$63.7B
$114M 0.03%
301,419
-10,086
PPL icon
333
PPL Corp
PPL
$27B
$113M 0.03%
3,344,172
-636,540
ODFL icon
334
Old Dominion Freight Line
ODFL
$28.3B
$113M 0.03%
693,203
+93,804
RJF icon
335
Raymond James Financial
RJF
$31.9B
$110M 0.03%
720,253
-20,260
QRVO icon
336
Qorvo
QRVO
$7.96B
$110M 0.03%
1,296,201
+479,837
F icon
337
Ford
F
$52.9B
$110M 0.03%
10,100,430
-3,124,997
ZS icon
338
Zscaler
ZS
$48.9B
$110M 0.03%
348,928
-239,909
MLM icon
339
Martin Marietta Materials
MLM
$36.3B
$109M 0.03%
198,634
+41,015
VRSN icon
340
VeriSign
VRSN
$23.3B
$107M 0.02%
371,590
+98,501
TIGO icon
341
Millicom
TIGO
$8.42B
$107M 0.02%
2,848,021
-519,692
ANSS
342
DELISTED
Ansys
ANSS
$106M 0.02%
302,706
+46,437
MKSI icon
343
MKS Inc
MKSI
$9.68B
$106M 0.02%
1,067,197
+356,285
HES
344
DELISTED
Hess
HES
$105M 0.02%
759,709
-93,229
AU icon
345
AngloGold Ashanti
AU
$40.7B
$105M 0.02%
2,301,029
-2,752,423
WEC icon
346
WEC Energy
WEC
$36.3B
$105M 0.02%
1,004,010
+242,002
NVR icon
347
NVR
NVR
$19.8B
$104M 0.02%
14,027
+211
CDW icon
348
CDW
CDW
$19.1B
$103M 0.02%
579,130
-786,917
O icon
349
Realty Income
O
$52.1B
$103M 0.02%
1,794,951
+302,237
VLTO icon
350
Veralto
VLTO
$24.5B
$103M 0.02%
1,022,534
-3,812