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
INTU icon
26
Intuit
INTU
$180B
$1.31B 0.28%
1,918,415
+5,880
UNH icon
27
UnitedHealth
UNH
$296B
$1.31B 0.28%
3,790,014
-666,660
HD icon
28
Home Depot
HD
$349B
$1.27B 0.28%
3,135,528
+700,858
CSCO icon
29
Cisco
CSCO
$302B
$1.26B 0.27%
18,462,047
-2,322,029
XOM icon
30
Exxon Mobil
XOM
$483B
$1.21B 0.26%
10,697,727
+1,870,053
AEP icon
31
American Electric Power
AEP
$64.9B
$1.19B 0.26%
10,568,934
+3,732,241
PANW icon
32
Palo Alto Networks
PANW
$130B
$1.18B 0.26%
5,804,717
+1,338,539
INTC icon
33
Intel
INTC
$171B
$1.18B 0.26%
35,137,956
-3,676,593
LLY icon
34
Eli Lilly
LLY
$993B
$1.15B 0.25%
1,510,758
+6,359
MU icon
35
Micron Technology
MU
$252B
$1.14B 0.25%
6,796,268
+215,540
ABBV icon
36
AbbVie
ABBV
$410B
$1.13B 0.25%
4,893,424
+39,492
GS icon
37
Goldman Sachs
GS
$241B
$1.11B 0.24%
1,395,069
-471,762
LIN icon
38
Linde
LIN
$190B
$1.1B 0.24%
2,315,443
+9,498
BAC icon
39
Bank of America
BAC
$383B
$1.08B 0.23%
20,962,917
-9,512,834
NOW icon
40
ServiceNow
NOW
$171B
$1.06B 0.23%
1,150,186
-44,932
JNJ icon
41
Johnson & Johnson
JNJ
$498B
$1.05B 0.23%
5,641,668
+449,445
TMO icon
42
Thermo Fisher Scientific
TMO
$225B
$1.01B 0.22%
2,076,983
+507,167
CRM icon
43
Salesforce
CRM
$223B
$990M 0.21%
4,177,618
+284,396
MCD icon
44
McDonald's
MCD
$221B
$939M 0.2%
3,088,753
-162,956
GE icon
45
GE Aerospace
GE
$310B
$935M 0.2%
3,109,117
+937,274
AXP icon
46
American Express
AXP
$250B
$935M 0.2%
2,813,591
-165,774
KLAC icon
47
KLA
KLAC
$151B
$915M 0.2%
848,573
+107,176
PG icon
48
Procter & Gamble
PG
$347B
$911M 0.2%
5,929,171
-660,008
TXN icon
49
Texas Instruments
TXN
$147B
$907M 0.2%
4,936,042
+265,963
ISRG icon
50
Intuitive Surgical
ISRG
$205B
$895M 0.19%
2,001,887
+252,052