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
GEN icon
426
Gen Digital
GEN
$16.5B
$74.9M 0.02%
2,547,787
+289,261
EXE
427
Expand Energy Corp
EXE
$28.1B
$74.7M 0.02%
639,184
+91,946
HUM icon
428
Humana
HUM
$28.5B
$74.6M 0.02%
305,317
+15,807
CINF icon
429
Cincinnati Financial
CINF
$25.9B
$74.6M 0.02%
500,788
-17,408
BXP icon
430
Boston Properties
BXP
$11.2B
$74.1M 0.02%
1,097,607
+449,274
OTIS icon
431
Otis Worldwide
OTIS
$35.3B
$73.7M 0.02%
744,459
-150,922
CLX icon
432
Clorox
CLX
$12.7B
$73.5M 0.02%
611,778
+284,820
DG icon
433
Dollar General
DG
$22.9B
$73.3M 0.02%
641,003
-458,228
PHM icon
434
Pultegroup
PHM
$23.1B
$72.8M 0.02%
690,542
-43,668
ONTO icon
435
Onto Innovation
ONTO
$6.36B
$70.9M 0.02%
702,572
+355,338
BABA icon
436
Alibaba
BABA
$381B
$70.7M 0.02%
623,548
+178,943
INCY icon
437
Incyte
INCY
$20.7B
$70.2M 0.02%
1,030,249
+135,618
ZBRA icon
438
Zebra Technologies
ZBRA
$12.2B
$69.8M 0.02%
226,269
+98,263
VTR icon
439
Ventas
VTR
$36.3B
$69.4M 0.02%
1,098,415
-181,349
DRI icon
440
Darden Restaurants
DRI
$20.4B
$68.7M 0.02%
315,138
-17,848
TYL icon
441
Tyler Technologies
TYL
$20.1B
$68.6M 0.02%
115,772
+28,902
IQV icon
442
IQVIA
IQV
$38.1B
$68.5M 0.02%
434,406
+25,236
ATO icon
443
Atmos Energy
ATO
$28.6B
$68.4M 0.02%
443,722
-31,606
FE icon
444
FirstEnergy
FE
$26.4B
$67.8M 0.02%
1,684,071
+572,808
CF icon
445
CF Industries
CF
$13.2B
$67.7M 0.02%
736,051
+318,326
EPD icon
446
Enterprise Products Partners
EPD
$68.7B
$67.5M 0.02%
2,177,876
+304,425
FSLR icon
447
First Solar
FSLR
$27.5B
$67.4M 0.02%
406,942
+77,370
PKG icon
448
Packaging Corp of America
PKG
$17.9B
$67.2M 0.02%
356,838
+5,425
NTAP icon
449
NetApp
NTAP
$21.9B
$67M 0.02%
629,111
-127,236
IFF icon
450
International Flavors & Fragrances
IFF
$17.3B
$66.8M 0.02%
908,899
+230,447