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
POST icon
626
Post Holdings
POST
$5.76B
$35M 0.01%
321,396
+125,103
XYZ
627
Block Inc
XYZ
$36.8B
$34.9M 0.01%
513,932
-586,131
MFC icon
628
Manulife Financial
MFC
$57.8B
$34.8M 0.01%
1,087,798
-7,244
BURL icon
629
Burlington
BURL
$17.7B
$34.8M 0.01%
149,405
-25,330
JNPR
630
DELISTED
Juniper Networks
JNPR
$34.7M 0.01%
867,985
-80,376
CG icon
631
Carlyle Group
CG
$19.2B
$34.3M 0.01%
667,073
+215,725
IVV icon
632
iShares Core S&P 500 ETF
IVV
$667B
$34.3M 0.01%
55,191
-174,697
CQP icon
633
Cheniere Energy
CQP
$26.1B
$34.1M 0.01%
609,034
-49,825
PINS icon
634
Pinterest
PINS
$17.7B
$34.1M 0.01%
951,657
-18,899
NBIX icon
635
Neurocrine Biosciences
NBIX
$14.4B
$34.1M 0.01%
271,390
+71,172
MAS icon
636
Masco
MAS
$12.7B
$33.5M 0.01%
521,232
-86,308
IJH icon
637
iShares Core S&P Mid-Cap ETF
IJH
$98.6B
$33.5M 0.01%
539,777
+12,014
NTRA icon
638
Natera
NTRA
$28.1B
$33.3M 0.01%
197,388
+16,848
UFPI icon
639
UFP Industries
UFPI
$5.29B
$33.3M 0.01%
335,563
+206,760
HSIC icon
640
Henry Schein
HSIC
$8.45B
$33.2M 0.01%
454,522
+185,843
DTM icon
641
DT Midstream
DTM
$11.7B
$33.2M 0.01%
301,716
+16,142
IRTC icon
642
iRhythm Technologies
IRTC
$5.46B
$33.1M 0.01%
215,289
+14,807
UTHR icon
643
United Therapeutics
UTHR
$20.1B
$33M 0.01%
114,760
+34,812
BTDR icon
644
Bitdeer Technologies
BTDR
$2.35B
$33M 0.01%
2,870,662
+1,506,168
AM icon
645
Antero Midstream
AM
$8.61B
$32.5M 0.01%
1,713,289
-195,954
RS icon
646
Reliance Steel & Aluminium
RS
$14.1B
$32.3M 0.01%
102,794
+12,143
SPHR icon
647
Sphere Entertainment
SPHR
$2.72B
$32.2M 0.01%
769,465
+26,237
FRT icon
648
Federal Realty Investment Trust
FRT
$8.32B
$32.1M 0.01%
337,745
-17,152
ZION icon
649
Zions Bancorporation
ZION
$7.5B
$32.1M 0.01%
617,648
+173,351
UHS icon
650
Universal Health Services
UHS
$14.2B
$32M 0.01%
176,701
-37,555