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
DAL icon
451
Delta Air Lines
DAL
$39.1B
$66.8M 0.02%
1,358,491
-289,027
GAP
452
The Gap Inc
GAP
$9.01B
$66.7M 0.02%
3,056,869
+721,300
TEAM icon
453
Atlassian
TEAM
$40B
$66.6M 0.02%
327,864
+14,225
H icon
454
Hyatt Hotels
H
$14.4B
$65.9M 0.02%
472,221
+152,878
EXPE icon
455
Expedia Group
EXPE
$32.8B
$65.4M 0.02%
387,659
-140,019
FCNCA icon
456
First Citizens BancShares
FCNCA
$22.7B
$65M 0.01%
33,203
+20,272
TSN icon
457
Tyson Foods
TSN
$19.2B
$64.5M 0.01%
1,153,177
-196,355
DGX icon
458
Quest Diagnostics
DGX
$20.9B
$64M 0.01%
356,401
-31,098
LUV icon
459
Southwest Airlines
LUV
$17.1B
$63.7M 0.01%
1,964,365
-247,737
CHD icon
460
Church & Dwight Co
CHD
$20.4B
$63.6M 0.01%
662,099
-179,843
EFX icon
461
Equifax
EFX
$25.3B
$63.3M 0.01%
244,080
-13,563
KEYS icon
462
Keysight
KEYS
$30.7B
$63.3M 0.01%
385,998
+37,481
WDC icon
463
Western Digital
WDC
$53.7B
$62.9M 0.01%
983,242
-132,458
VRT icon
464
Vertiv
VRT
$62.6B
$62.9M 0.01%
489,737
-1,620,972
PFG icon
465
Principal Financial Group
PFG
$18.6B
$62.7M 0.01%
788,860
+3,399
EVRG icon
466
Evergy
EVRG
$17.6B
$62.7M 0.01%
908,945
+122,827
DT icon
467
Dynatrace
DT
$14.1B
$61.8M 0.01%
1,118,546
+946
SHY icon
468
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$61.6M 0.01%
743,369
+525,774
KEY icon
469
KeyCorp
KEY
$19.3B
$61.1M 0.01%
3,507,740
-969,997
ULTA icon
470
Ulta Beauty
ULTA
$23.9B
$61M 0.01%
130,333
-31,653
JBHT icon
471
JB Hunt Transport Services
JBHT
$15.8B
$60.9M 0.01%
423,766
+230,874
OLED icon
472
Universal Display
OLED
$5.56B
$60.8M 0.01%
393,542
+139,272
WSM icon
473
Williams-Sonoma
WSM
$22.7B
$60.7M 0.01%
371,644
-11,076
EIX icon
474
Edison International
EIX
$22.7B
$60.6M 0.01%
1,173,676
-244,396
ENPH icon
475
Enphase Energy
ENPH
$3.78B
$60.4M 0.01%
1,523,574
+936,693