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
ERIE icon
676
Erie Indemnity
ERIE
$15.1B
$29.7M 0.01%
85,772
+1,631
CSGS icon
677
CSG Systems International
CSGS
$2.23B
$29.5M 0.01%
452,391
+100,628
EXEL icon
678
Exelixis
EXEL
$11.4B
$29.1M 0.01%
660,309
+267,007
RDDT icon
679
Reddit
RDDT
$37.3B
$28.9M 0.01%
192,137
+42,778
JBTM
680
JBT Marel
JBTM
$7.02B
$28.9M 0.01%
240,154
+25,435
SF icon
681
Stifel
SF
$12.4B
$28.8M 0.01%
277,086
+181,024
AEM icon
682
Agnico Eagle Mines
AEM
$84.7B
$28.7M 0.01%
241,433
-38,687
FNF icon
683
Fidelity National Financial
FNF
$15.9B
$28.5M 0.01%
509,060
+255,386
TENB icon
684
Tenable Holdings
TENB
$3.23B
$28.5M 0.01%
842,746
+89,823
AKRO icon
685
Akero Therapeutics
AKRO
$4.47B
$28.5M 0.01%
533,416
+410,253
GWRE icon
686
Guidewire Software
GWRE
$18.9B
$28.3M 0.01%
120,381
+14,485
SNAP icon
687
Snap
SNAP
$14.7B
$28.1M 0.01%
3,227,912
+855,406
TAP icon
688
Molson Coors Class B
TAP
$9.16B
$28M 0.01%
582,586
+14,087
AOS icon
689
A.O. Smith
AOS
$9.05B
$27.9M 0.01%
425,421
+113,138
BE icon
690
Bloom Energy
BE
$26.5B
$27.8M 0.01%
1,163,840
+109,704
MTH icon
691
Meritage Homes
MTH
$4.7B
$27.7M 0.01%
413,462
+5,638
MGY icon
692
Magnolia Oil & Gas
MGY
$4.2B
$27.6M 0.01%
1,226,220
-4,688
DNB
693
DELISTED
Dun & Bradstreet
DNB
$27.4M 0.01%
3,009,549
+2,547,762
HRB icon
694
H&R Block
HRB
$5.63B
$27.3M 0.01%
497,311
+384,783
CRL icon
695
Charles River Laboratories
CRL
$8.23B
$27.3M 0.01%
179,878
+60,144
POOL icon
696
Pool Corp
POOL
$9.05B
$27.2M 0.01%
93,334
-6,209
ACM icon
697
Aecom
ACM
$17.7B
$27.2M 0.01%
240,783
-192,931
PEB icon
698
Pebblebrook Hotel Trust
PEB
$1.25B
$26.9M 0.01%
2,695,348
+87,660
AAL icon
699
American Airlines Group
AAL
$8.46B
$26.9M 0.01%
2,395,306
+31,828
HEI icon
700
HEICO Corp
HEI
$43.9B
$26.8M 0.01%
81,849
+1,745