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
CHRD icon
551
Chord Energy
CHRD
$5.22B
$49.8M 0.01%
501,170
+326,054
HRL icon
552
Hormel Foods
HRL
$12.6B
$49.8M 0.01%
2,010,924
+990,861
UDR icon
553
UDR
UDR
$11.9B
$49.4M 0.01%
1,325,250
+147,195
LYB icon
554
LyondellBasell Industries
LYB
$15.1B
$49.4M 0.01%
1,006,356
+33,873
CTRA icon
555
Coterra Energy
CTRA
$19.7B
$49.2M 0.01%
2,078,344
+223,445
TENB icon
556
Tenable Holdings
TENB
$3.17B
$48.9M 0.01%
1,675,871
+833,125
LII icon
557
Lennox International
LII
$17B
$48.8M 0.01%
92,274
+9,017
CLX icon
558
Clorox
CLX
$13B
$48.8M 0.01%
395,438
-216,340
WAT icon
559
Waters Corp
WAT
$24.6B
$48.7M 0.01%
162,389
-54,144
QGEN icon
560
Qiagen
QGEN
$10.5B
$48.6M 0.01%
1,086,931
+135,638
MKC icon
561
McCormick & Company Non-Voting
MKC
$18B
$48.5M 0.01%
724,809
+35,794
PL icon
562
Planet Labs
PL
$3.61B
$48.4M 0.01%
3,727,743
+3,293,333
FCNCA icon
563
First Citizens BancShares
FCNCA
$23.4B
$48.3M 0.01%
27,005
-6,198
EXPE icon
564
Expedia Group
EXPE
$31.6B
$48.2M 0.01%
225,655
-162,004
ZBH icon
565
Zimmer Biomet
ZBH
$19.2B
$48.2M 0.01%
489,056
-34,741
CCK icon
566
Crown Holdings
CCK
$11.2B
$48M 0.01%
496,447
+110,260
RDDT icon
567
Reddit
RDDT
$41.4B
$47.9M 0.01%
208,366
+16,229
DGX icon
568
Quest Diagnostics
DGX
$21.4B
$47.9M 0.01%
251,132
-105,269
NVO icon
569
Novo Nordisk
NVO
$209B
$47.8M 0.01%
860,963
+232,108
RRX icon
570
Regal Rexnord
RRX
$9.77B
$47.7M 0.01%
332,839
+37,054
BBY icon
571
Best Buy
BBY
$16.7B
$47.7M 0.01%
631,248
-212,743
HAL icon
572
Halliburton
HAL
$21.6B
$47.7M 0.01%
1,938,338
-519,525
USMV icon
573
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$47.6M 0.01%
500,271
+352,366
TMHC icon
574
Taylor Morrison
TMHC
$6.08B
$47.4M 0.01%
718,533
-16,855
UTHR icon
575
United Therapeutics
UTHR
$20.9B
$47.3M 0.01%
112,846
-1,914