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
JEF icon
376
Jefferies Financial Group
JEF
$11.7B
$100M 0.02%
1,528,999
-144,725
XYZ
377
Block Inc
XYZ
$38.7B
$99.7M 0.02%
1,380,059
+866,127
DELL icon
378
Dell
DELL
$84.4B
$99.3M 0.02%
700,542
-356,726
CARR icon
379
Carrier Global
CARR
$45.4B
$98.6M 0.02%
1,652,175
-374,164
XYL icon
380
Xylem
XYL
$34.5B
$98.5M 0.02%
668,120
-63,458
KEY icon
381
KeyCorp
KEY
$20.1B
$97.9M 0.02%
5,237,786
+1,730,046
EXE
382
Expand Energy Corp
EXE
$27.6B
$97.3M 0.02%
916,202
+277,018
OKE icon
383
Oneok
OKE
$44.6B
$96.8M 0.02%
1,326,215
+72,477
OTIS icon
384
Otis Worldwide
OTIS
$34.5B
$96.7M 0.02%
1,057,589
+313,130
XHB icon
385
State Street SPDR S&P Homebuilders ETF
XHB
$1.53B
$96.6M 0.02%
871,789
+787,454
MLM icon
386
Martin Marietta Materials
MLM
$37.3B
$95.7M 0.02%
151,907
-46,727
GRMN icon
387
Garmin
GRMN
$37.1B
$95M 0.02%
385,885
+18,378
DG icon
388
Dollar General
DG
$23B
$94.1M 0.02%
910,623
+269,620
CINF icon
389
Cincinnati Financial
CINF
$26.3B
$93.9M 0.02%
594,042
+93,254
BXP icon
390
Boston Properties
BXP
$11.5B
$93.8M 0.02%
1,261,556
+163,949
FANG icon
391
Diamondback Energy
FANG
$42.1B
$93.5M 0.02%
653,493
-51,142
ARM icon
392
Arm
ARM
$139B
$93.4M 0.02%
660,401
+132,783
RMBS icon
393
Rambus
RMBS
$9.95B
$93.2M 0.02%
894,906
+578,839
LEN icon
394
Lennar Class A
LEN
$33.4B
$93.1M 0.02%
738,992
-17,200
MDY icon
395
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
$92.7M 0.02%
155,506
+144,063
YUM icon
396
Yum! Brands
YUM
$42.8B
$92.6M 0.02%
609,218
-274,582
BTDR icon
397
Bitdeer Technologies
BTDR
$2.77B
$92.1M 0.02%
5,391,491
+2,520,829
VRT icon
398
Vertiv
VRT
$64.8B
$91.5M 0.02%
606,370
+116,633
CCEP icon
399
Coca-Cola Europacific Partners
CCEP
$41.1B
$91.5M 0.02%
1,011,794
-484,446
WRB icon
400
W.R. Berkley
WRB
$29.6B
$91.4M 0.02%
1,192,672
-183,646