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
OKE icon
351
Oneok
OKE
$43.7B
$102M 0.02%
1,253,738
-26,771
RBLX icon
352
Roblox
RBLX
$71.1B
$102M 0.02%
971,498
+237,130
CCL icon
353
Carnival Corp
CCL
$34.3B
$102M 0.02%
3,632,584
-708,511
HBAN icon
354
Huntington Bancshares
HBAN
$24.6B
$102M 0.02%
6,063,755
-855,447
WRB icon
355
W.R. Berkley
WRB
$29.2B
$101M 0.02%
1,376,318
+160,584
NU icon
356
Nu Holdings
NU
$75.3B
$101M 0.02%
7,369,612
-884,609
FOXA icon
357
Fox Class A
FOXA
$29.1B
$101M 0.02%
1,803,853
+496,676
EQT icon
358
EQT Corp
EQT
$37.6B
$101M 0.02%
1,728,183
-252,766
PCG icon
359
PG&E
PCG
$36.6B
$101M 0.02%
7,217,726
+1,149,159
MPC icon
360
Marathon Petroleum
MPC
$58.5B
$101M 0.02%
605,510
-7,037
EWY icon
361
iShares MSCI South Korea ETF
EWY
$6.6B
$100M 0.02%
1,400,083
+691,457
NUE icon
362
Nucor
NUE
$33.4B
$100M 0.02%
773,497
+52,224
BIIB icon
363
Biogen
BIIB
$24.2B
$100M 0.02%
797,655
-120,698
WTW icon
364
Willis Towers Watson
WTW
$31.1B
$99.4M 0.02%
324,274
+73,248
SPG icon
365
Simon Property Group
SPG
$59.9B
$99.2M 0.02%
616,876
-20,755
IP icon
366
International Paper
IP
$20B
$97.8M 0.02%
2,088,806
-367,978
FANG icon
367
Diamondback Energy
FANG
$41.4B
$96.8M 0.02%
704,635
+32,879
DLR icon
368
Digital Realty Trust
DLR
$54.3B
$96M 0.02%
550,643
-105,041
TDY icon
369
Teledyne Technologies
TDY
$23.7B
$95.5M 0.02%
186,418
+44,075
AMRZ
370
Amrize Ltd
AMRZ
$27.5B
$95.5M 0.02%
+1,926,658
CFG icon
371
Citizens Financial Group
CFG
$22.2B
$95.3M 0.02%
2,129,937
+623,984
XYL icon
372
Xylem
XYL
$35.9B
$94.6M 0.02%
731,578
+73,208
EBAY icon
373
eBay
EBAY
$38.2B
$94.3M 0.02%
1,266,841
-180,672
CSGP icon
374
CoStar Group
CSGP
$29B
$94.2M 0.02%
1,171,306
+127,638
EW icon
375
Edwards Lifesciences
EW
$50B
$93.5M 0.02%
1,196,051
+7,638