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
K icon
526
Kellanova
K
$29B
$54M 0.01%
658,544
-40,675
WOLF icon
527
Wolfspeed
WOLF
$514M
$53.9M 0.01%
1,884,041
+1,606,985
JKHY icon
528
Jack Henry & Associates
JKHY
$12.6B
$53.8M 0.01%
360,941
+78,420
DRI icon
529
Darden Restaurants
DRI
$20.9B
$53.6M 0.01%
281,787
-33,351
VGT icon
530
Vanguard Information Technology ETF
VGT
$111B
$53.6M 0.01%
71,755
+13,921
FIX icon
531
Comfort Systems
FIX
$33.8B
$53.4M 0.01%
64,704
+31,775
VTRS icon
532
Viatris
VTRS
$12.2B
$53.2M 0.01%
5,375,754
-155,790
AWK icon
533
American Water Works
AWK
$25.4B
$52.8M 0.01%
379,300
-229,917
AZN icon
534
AstraZeneca
AZN
$289B
$52.7M 0.01%
687,526
+6,874
GAP
535
The Gap Inc
GAP
$9.87B
$52.7M 0.01%
2,465,943
-590,926
CFG icon
536
Citizens Financial Group
CFG
$23.3B
$52.4M 0.01%
986,469
-1,143,468
DOW icon
537
Dow Inc
DOW
$16.5B
$52.4M 0.01%
2,283,980
-945,371
MTSI icon
538
MACOM Technology Solutions
MTSI
$12.4B
$52.2M 0.01%
419,208
+380,567
MRNA icon
539
Moderna
MRNA
$9.67B
$52.1M 0.01%
2,015,828
-171,399
XLU icon
540
Utilities Select Sector SPDR Fund
XLU
$22.1B
$52M 0.01%
596,799
+330,795
MTCH icon
541
Match Group
MTCH
$7.88B
$51.9M 0.01%
1,469,706
+126,331
INDV icon
542
Indivior
INDV
$4.14B
$51.2M 0.01%
2,124,553
+25,493
HAS icon
543
Hasbro
HAS
$11.4B
$51.1M 0.01%
674,152
+347,415
SBAC icon
544
SBA Communications
SBAC
$20.6B
$50.7M 0.01%
262,057
+47,549
TOL icon
545
Toll Brothers
TOL
$13.3B
$50.3M 0.01%
364,056
-144,917
FHN icon
546
First Horizon
FHN
$11B
$50.1M 0.01%
2,216,410
+1,745,296
NI icon
547
NiSource
NI
$20.4B
$50M 0.01%
1,155,731
-174,150
BA.PRA
548
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.01B
$49.9M 0.01%
717,161
+54,759
FTV icon
549
Fortive
FTV
$16.9B
$49.9M 0.01%
1,017,954
+193,239
PNR icon
550
Pentair
PNR
$17.4B
$49.8M 0.01%
449,763
+21,871