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
ASHR icon
651
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.69B
$37.7M 0.01%
1,143,248
+523,689
COLB icon
652
Columbia Banking Systems
COLB
$8.5B
$37.6M 0.01%
1,461,871
+454,497
BG icon
653
Bunge Global
BG
$18.7B
$37.6M 0.01%
462,525
+76,713
PAA icon
654
Plains All American Pipeline
PAA
$12.3B
$37.6M 0.01%
2,201,285
+59,392
HIMS icon
655
Hims & Hers Health
HIMS
$8.44B
$37.4M 0.01%
658,971
+44,292
BBIO icon
656
BridgeBio Pharma
BBIO
$13.6B
$37.4M 0.01%
719,448
-214,064
AGCO icon
657
AGCO
AGCO
$8.29B
$36.8M 0.01%
343,546
-55,981
AVY icon
658
Avery Dennison
AVY
$13.2B
$36.7M 0.01%
226,583
-49,773
WST icon
659
West Pharmaceutical
WST
$20.2B
$36.7M 0.01%
140,016
-59,572
J icon
660
Jacobs Solutions
J
$15.9B
$36.7M 0.01%
244,792
-97,254
ALK icon
661
Alaska Air
ALK
$4.79B
$36.7M 0.01%
736,356
-206,965
COKE icon
662
Coca-Cola Consolidated
COKE
$10.8B
$36.6M 0.01%
312,212
-37,715
UPST icon
663
Upstart Holdings
UPST
$4.06B
$36.5M 0.01%
719,410
+135,539
MKL icon
664
Markel Group
MKL
$26.2B
$36.5M 0.01%
19,091
+309
DAR icon
665
Darling Ingredients
DAR
$5.57B
$36.3M 0.01%
1,176,293
+609,145
FLG
666
Flagstar Bank National Association
FLG
$5.04B
$36M 0.01%
3,118,855
+1,690,435
SMTC icon
667
Semtech
SMTC
$6.23B
$35.9M 0.01%
502,162
+329,390
GGG icon
668
Graco
GGG
$13.7B
$35.5M 0.01%
417,353
+219,248
ENPH icon
669
Enphase Energy
ENPH
$3.63B
$35.4M 0.01%
1,000,975
-522,599
RGLD icon
670
Royal Gold
RGLD
$16.2B
$35.2M 0.01%
175,519
+102,558
CNK icon
671
Cinemark Holdings
CNK
$3.29B
$35.2M 0.01%
1,255,852
+700,852
SQM icon
672
Sociedad Química y Minera de Chile
SQM
$17.6B
$35.1M 0.01%
817,223
+600,975
STM icon
673
STMicroelectronics
STM
$20B
$34.5M 0.01%
1,221,882
-669,621
HII icon
674
Huntington Ingalls Industries
HII
$12.4B
$34.5M 0.01%
119,854
-52,897
OC icon
675
Owens Corning
OC
$8.98B
$34.4M 0.01%
243,468
+55,628