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
FLEX icon
526
Flex
FLEX
$22.3B
$49.7M 0.01%
995,229
-48,848
VTRS icon
527
Viatris
VTRS
$12.4B
$49.4M 0.01%
5,531,544
+2,163,835
IBB icon
528
iShares Biotechnology ETF
IBB
$6.57B
$49.4M 0.01%
390,159
-330,506
DVA icon
529
DaVita
DVA
$8.6B
$49.3M 0.01%
345,774
+184,977
ET icon
530
Energy Transfer Partners
ET
$57.8B
$49.1M 0.01%
2,708,733
-1,516,087
BAX icon
531
Baxter International
BAX
$9.48B
$48.8M 0.01%
1,611,754
+422,919
PVH icon
532
PVH
PVH
$3.77B
$48.8M 0.01%
710,799
+556,634
AVY icon
533
Avery Dennison
AVY
$13.5B
$48.5M 0.01%
276,356
-38,442
RELY icon
534
Remitly
RELY
$2.59B
$48.4M 0.01%
2,578,114
+1,412,196
UDR icon
535
UDR
UDR
$11.4B
$48.1M 0.01%
1,178,055
+517,364
HUBB icon
536
Hubbell
HUBB
$23.1B
$48.1M 0.01%
117,744
-11,443
ASX icon
537
ASE Group
ASX
$32.1B
$47.8M 0.01%
4,630,649
+1,407,380
ZBH icon
538
Zimmer Biomet
ZBH
$17.7B
$47.8M 0.01%
523,797
-40,379
LII icon
539
Lennox International
LII
$16.6B
$47.7M 0.01%
83,257
+6,659
LNC icon
540
Lincoln National
LNC
$7.82B
$47.6M 0.01%
1,376,366
+1,185,516
AZN icon
541
AstraZeneca
AZN
$275B
$47.6M 0.01%
680,652
+92,556
IPG icon
542
Interpublic Group of Companies
IPG
$8.99B
$47.5M 0.01%
1,939,421
-32,746
HOLX icon
543
Hologic
HOLX
$16.5B
$47.2M 0.01%
725,080
-76,964
EWZ icon
544
iShares MSCI Brazil ETF
EWZ
$6.16B
$47.2M 0.01%
1,634,852
+240,503
CTRA icon
545
Coterra Energy
CTRA
$19.7B
$47.1M 0.01%
1,854,899
+66,628
FDS icon
546
Factset
FDS
$10.3B
$47M 0.01%
105,111
-5,335
COO icon
547
Cooper Companies
COO
$14.2B
$46.9M 0.01%
659,727
+105,935
ALK icon
548
Alaska Air
ALK
$4.84B
$46.7M 0.01%
943,321
-87,802
VRNS icon
549
Varonis Systems
VRNS
$3.96B
$46.7M 0.01%
919,727
-162,365
WCN icon
550
Waste Connections
WCN
$43.2B
$46.6M 0.01%
249,630
+50,008