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
ES icon
376
Eversource Energy
ES
$27.6B
$93M 0.02%
1,461,977
+237,555
WPM icon
377
Wheaton Precious Metals
WPM
$48B
$92.9M 0.02%
1,034,572
+57,223
IT icon
378
Gartner
IT
$16.6B
$92.3M 0.02%
228,405
+14,302
ADM icon
379
Archer Daniels Midland
ADM
$28.3B
$91.7M 0.02%
1,737,561
+117,104
NRG icon
380
NRG Energy
NRG
$31.8B
$91.6M 0.02%
570,240
+132,108
JEF icon
381
Jefferies Financial Group
JEF
$11.5B
$91.5M 0.02%
1,673,724
-1,127,601
XME icon
382
State Street SPDR S&P Metals & Mining ETF
XME
$2.65B
$91.5M 0.02%
1,360,998
+253,773
PSA icon
383
Public Storage
PSA
$48.1B
$91.3M 0.02%
311,064
+30,028
CMS icon
384
CMS Energy
CMS
$22.5B
$90.7M 0.02%
1,308,831
+18,020
RYAN icon
385
Ryan Specialty Holdings
RYAN
$7.32B
$90.5M 0.02%
1,330,905
-314,300
SW
386
Smurfit Westrock
SW
$18.3B
$90.1M 0.02%
2,089,212
+265,975
CPAY icon
387
Corpay
CPAY
$19.8B
$89.2M 0.02%
268,847
+17,382
OXY icon
388
Occidental Petroleum
OXY
$41.4B
$88.9M 0.02%
2,117,377
+328,883
LSCC icon
389
Lattice Semiconductor
LSCC
$8.83B
$87.9M 0.02%
1,794,862
+726,793
XRT icon
390
State Street SPDR S&P Retail ETF
XRT
$576M
$86.9M 0.02%
1,128,196
-436,898
CNP icon
391
CenterPoint Energy
CNP
$25.8B
$86.5M 0.02%
2,354,977
+965,939
IEF icon
392
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$86.4M 0.02%
902,038
+623,084
TROW icon
393
T. Rowe Price
TROW
$22.6B
$86.3M 0.02%
894,365
+102,785
WSO icon
394
Watsco Inc
WSO
$14.1B
$86.2M 0.02%
195,124
-31,089
EL icon
395
Estee Lauder
EL
$32.4B
$86M 0.02%
1,064,837
+143,701
DOW icon
396
Dow Inc
DOW
$16.4B
$85.5M 0.02%
3,229,351
+1,116,322
TRP icon
397
TC Energy
TRP
$56.7B
$85.4M 0.02%
1,749,681
+502,695
ARM icon
398
Arm
ARM
$149B
$85.3M 0.02%
527,618
-242,757
A icon
399
Agilent Technologies
A
$41.6B
$85.2M 0.02%
721,765
-93,118
GIS icon
400
General Mills
GIS
$25.2B
$84.8M 0.02%
1,635,841
-101,718