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
WTW icon
351
Willis Towers Watson
WTW
$30.8B
$107M 0.02%
310,673
-13,601
ENTG icon
352
Entegris
ENTG
$11.4B
$107M 0.02%
1,158,531
-652,300
EMB icon
353
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$107M 0.02%
1,123,328
+922,391
CSGP icon
354
CoStar Group
CSGP
$28.7B
$107M 0.02%
1,266,116
+94,810
LULU icon
355
lululemon athletica
LULU
$21.6B
$107M 0.02%
600,312
-13,490
URI icon
356
United Rentals
URI
$51.9B
$106M 0.02%
111,513
-69,893
IEF icon
357
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$106M 0.02%
1,100,938
+198,900
HUM icon
358
Humana
HUM
$29.6B
$106M 0.02%
407,409
+102,092
DXCM icon
359
DexCom
DXCM
$24.4B
$106M 0.02%
1,568,481
+118,547
BDX icon
360
Becton Dickinson
BDX
$55.6B
$106M 0.02%
563,811
-199,070
EPAM icon
361
EPAM Systems
EPAM
$10.2B
$105M 0.02%
698,613
+582,966
RSP icon
362
Invesco S&P 500 Equal Weight ETF
RSP
$73.5B
$105M 0.02%
551,313
+112,211
ROK icon
363
Rockwell Automation
ROK
$44.2B
$104M 0.02%
297,095
-109,240
NUE icon
364
Nucor
NUE
$36.4B
$104M 0.02%
764,764
-8,733
RJF icon
365
Raymond James Financial
RJF
$30.9B
$103M 0.02%
597,679
-122,574
ES icon
366
Eversource Energy
ES
$25B
$103M 0.02%
1,445,873
-16,104
MTB icon
367
M&T Bank
MTB
$29.2B
$103M 0.02%
520,185
-90,360
VTR icon
368
Ventas
VTR
$37.6B
$102M 0.02%
1,454,539
+356,124
IVV icon
369
iShares Core S&P 500 ETF
IVV
$726B
$102M 0.02%
151,829
+96,638
PSX icon
370
Phillips 66
PSX
$54.4B
$101M 0.02%
741,915
-470,625
NVR icon
371
NVR
NVR
$20.7B
$101M 0.02%
12,525
-1,502
ALB icon
372
Albemarle
ALB
$14.9B
$101M 0.02%
1,239,953
+419,598
EW icon
373
Edwards Lifesciences
EW
$50.3B
$100M 0.02%
1,291,425
+95,374
FFIV icon
374
F5
FFIV
$13.7B
$100M 0.02%
310,368
+105,738
PVH icon
375
PVH
PVH
$4.05B
$100M 0.02%
1,197,009
+486,210