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
WMG icon
476
Warner Music
WMG
$14.8B
$63.4M 0.01%
1,860,687
+1,824,596
KEYS icon
477
Keysight
KEYS
$33.6B
$63M 0.01%
360,199
-25,799
STLD icon
478
Steel Dynamics
STLD
$24B
$62.8M 0.01%
450,498
-12,261
AMCR icon
479
Amcor
AMCR
$19.6B
$61.9M 0.01%
7,565,159
-1,555,472
H icon
480
Hyatt Hotels
H
$15.8B
$61.8M 0.01%
435,443
-36,778
LH icon
481
Labcorp
LH
$22.4B
$61.6M 0.01%
214,531
-83,527
TSCO icon
482
Tractor Supply
TSCO
$28.8B
$61.6M 0.01%
1,082,517
-390,981
IFF icon
483
International Flavors & Fragrances
IFF
$17.7B
$61.5M 0.01%
999,262
+90,363
RBLX icon
484
Roblox
RBLX
$63.9B
$61.3M 0.01%
442,701
-528,797
LNT icon
485
Alliant Energy
LNT
$17.6B
$61.2M 0.01%
908,140
+265,677
CHD icon
486
Church & Dwight Co
CHD
$20.2B
$61.1M 0.01%
697,715
+35,616
WSM icon
487
Williams-Sonoma
WSM
$21.6B
$60.8M 0.01%
311,127
-60,517
TRP icon
488
TC Energy
TRP
$55.9B
$60.7M 0.01%
1,114,782
-634,899
DK icon
489
Delek US
DK
$2.3B
$60.5M 0.01%
1,873,578
+425,896
NRG icon
490
NRG Energy
NRG
$31.4B
$60.2M 0.01%
371,940
-198,300
IBB icon
491
iShares Biotechnology ETF
IBB
$8.53B
$60.1M 0.01%
416,191
+26,032
ATO icon
492
Atmos Energy
ATO
$28B
$59.8M 0.01%
350,004
-93,718
L icon
493
Loews
L
$22.3B
$59.7M 0.01%
594,496
-249,207
LDOS icon
494
Leidos
LDOS
$24.5B
$59.7M 0.01%
315,812
+36,597
PODD icon
495
Insulet
PODD
$23.1B
$59.6M 0.01%
193,200
+31,480
EWZ icon
496
iShares MSCI Brazil ETF
EWZ
$6.31B
$59.5M 0.01%
1,920,062
+285,210
SNV icon
497
Synovus
SNV
$6.77B
$59.4M 0.01%
1,211,037
+932,602
TKO icon
498
TKO Group
TKO
$14.8B
$59.3M 0.01%
293,526
-22,285
EQR icon
499
Equity Residential
EQR
$23.2B
$59.2M 0.01%
915,252
+294,283
JBHT icon
500
JB Hunt Transport Services
JBHT
$16.4B
$59.2M 0.01%
440,868
+17,102