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
TDY icon
501
Teledyne Technologies
TDY
$23.4B
$58.8M 0.01%
100,309
-86,109
MPLX icon
502
MPLX
MPLX
$54.4B
$58.6M 0.01%
1,173,400
+31,049
ZBRA icon
503
Zebra Technologies
ZBRA
$12.6B
$58.2M 0.01%
195,930
-30,339
WPC icon
504
W.P. Carey
WPC
$14.7B
$58.2M 0.01%
861,430
+661,572
FE icon
505
FirstEnergy
FE
$27.1B
$58.2M 0.01%
1,270,154
-413,917
CNP icon
506
CenterPoint Energy
CNP
$25.7B
$58.2M 0.01%
1,499,302
-855,675
RELY icon
507
Remitly
RELY
$2.71B
$58.1M 0.01%
3,566,509
+988,395
EPD icon
508
Enterprise Products Partners
EPD
$70.4B
$58.1M 0.01%
1,858,764
-319,112
FLEX icon
509
Flex
FLEX
$21.2B
$58.1M 0.01%
1,001,668
+6,439
CG icon
510
Carlyle Group
CG
$19B
$58M 0.01%
924,784
+257,711
CNC icon
511
Centene
CNC
$19.5B
$57.6M 0.01%
1,615,149
-549,246
IEX icon
512
IDEX
IEX
$13B
$57.6M 0.01%
353,884
-979,285
IR icon
513
Ingersoll Rand
IR
$31.4B
$57.6M 0.01%
696,648
-261,114
EVRG icon
514
Evergy
EVRG
$17.6B
$57.2M 0.01%
752,985
-155,960
IQV icon
515
IQVIA
IQV
$39.5B
$57.1M 0.01%
300,730
-133,676
OKTA icon
516
Okta
OKTA
$14.3B
$56.7M 0.01%
617,966
+46,876
GEN icon
517
Gen Digital
GEN
$16.5B
$56.3M 0.01%
1,984,575
-563,212
NVMI icon
518
Nova
NVMI
$8.93B
$56.2M 0.01%
175,843
+169,500
EG icon
519
Everest Group
EG
$13.2B
$56.1M 0.01%
160,077
+557
WY icon
520
Weyerhaeuser
WY
$16B
$56M 0.01%
2,260,880
+870,835
STZ icon
521
Constellation Brands
STZ
$23B
$55.7M 0.01%
413,917
+80,967
MOS icon
522
The Mosaic Company
MOS
$7.67B
$55.7M 0.01%
1,606,609
+574,352
PFG icon
523
Principal Financial Group
PFG
$18.6B
$55.5M 0.01%
669,856
-119,004
IVE icon
524
iShares S&P 500 Value ETF
IVE
$46.5B
$54.6M 0.01%
264,512
-9,534
LVS icon
525
Las Vegas Sands
LVS
$45.7B
$54.3M 0.01%
1,009,469
-187,605