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
COO icon
701
Cooper Companies
COO
$15.5B
$32.3M 0.01%
471,430
-188,297
ARE icon
702
Alexandria Real Estate Equities
ARE
$9.1B
$32.2M 0.01%
386,717
+23,086
IRTC icon
703
iRhythm Technologies
IRTC
$6.07B
$32.1M 0.01%
186,753
-28,536
EAT icon
704
Brinker International
EAT
$6.65B
$32M 0.01%
252,409
-169,017
FXI icon
705
iShares China Large-Cap ETF
FXI
$6.61B
$31.9M 0.01%
775,439
-4,020,768
RPM icon
706
RPM International
RPM
$13.7B
$31.8M 0.01%
270,081
+56,600
SWK icon
707
Stanley Black & Decker
SWK
$11B
$31.7M 0.01%
426,109
-33,295
RIVN icon
708
Rivian
RIVN
$19.1B
$31.7M 0.01%
2,157,240
-34,204
SF icon
709
Stifel
SF
$12.3B
$31.6M 0.01%
278,907
+1,821
HOLX icon
710
Hologic
HOLX
$16.7B
$31.6M 0.01%
467,814
-257,266
VRNS icon
711
Varonis Systems
VRNS
$3.83B
$31.5M 0.01%
548,632
-371,095
BWXT icon
712
BWX Technologies
BWXT
$16B
$31.3M 0.01%
169,811
+16,101
TLN
713
Talen Energy Corp
TLN
$17.3B
$31.2M 0.01%
73,462
-4,817
ALGN icon
714
Align Technology
ALGN
$10.6B
$31.2M 0.01%
249,424
-14,875
TNET icon
715
TriNet
TNET
$2.83B
$30.9M 0.01%
461,946
+281,332
UMC icon
716
United Microelectronic
UMC
$18.3B
$30.9M 0.01%
4,076,004
-1,181,830
CSGS icon
717
CSG Systems International
CSGS
$2.23B
$30.8M 0.01%
477,940
+25,549
FN icon
718
Fabrinet
FN
$15.4B
$30.7M 0.01%
84,154
+2,478
EMN icon
719
Eastman Chemical
EMN
$6.91B
$30.6M 0.01%
484,921
-189,718
PIPR icon
720
Piper Sandler
PIPR
$5.57B
$30.6M 0.01%
88,051
+46,365
EXEL icon
721
Exelixis
EXEL
$11.6B
$30.3M 0.01%
732,686
+72,377
DOCU icon
722
DocuSign
DOCU
$13.7B
$30.2M 0.01%
418,854
+185,206
NTRA icon
723
Natera
NTRA
$32.6B
$29.8M 0.01%
184,937
-12,451
RH icon
724
RH
RH
$2.99B
$29.7M 0.01%
146,247
+70,702
SUN icon
725
Sunoco
SUN
$10.4B
$29.7M 0.01%
593,970
+149,732