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
PM icon
51
Philip Morris
PM
$245B
$895M 0.19%
5,518,999
+1,821,691
IBM icon
52
IBM
IBM
$285B
$883M 0.19%
3,130,646
-96,242
ADBE icon
53
Adobe
ADBE
$134B
$851M 0.18%
2,413,198
-525,726
HYG icon
54
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$843M 0.18%
10,380,554
+8,838,393
APH icon
55
Amphenol
APH
$169B
$837M 0.18%
6,764,998
+339,888
AMAT icon
56
Applied Materials
AMAT
$193B
$831M 0.18%
4,060,052
+55,560
WFC icon
57
Wells Fargo
WFC
$267B
$789M 0.17%
9,418,785
+30,638
C icon
58
Citigroup
C
$181B
$768M 0.17%
7,567,932
+2,865,298
BKNG icon
59
Booking.com
BKNG
$158B
$763M 0.17%
141,250
+20,260
AMGN icon
60
Amgen
AMGN
$184B
$761M 0.16%
2,695,350
+302,630
TMUS icon
61
T-Mobile US
TMUS
$231B
$754M 0.16%
3,150,244
+759,970
KO icon
62
Coca-Cola
KO
$312B
$746M 0.16%
11,241,400
+1,848,868
MBB icon
63
iShares MBS ETF
MBB
$39.5B
$726M 0.16%
7,632,784
+3,322,737
VLO icon
64
Valero Energy
VLO
$53.1B
$706M 0.15%
4,143,672
+209,597
SHW icon
65
Sherwin-Williams
SHW
$84.9B
$701M 0.15%
2,024,074
-292,886
ADP icon
66
Automatic Data Processing
ADP
$104B
$697M 0.15%
2,375,193
-346,449
XLP icon
67
Consumers Staples Select Sector SPDR Fund
XLP
$15B
$689M 0.15%
8,788,306
+7,862,099
MS icon
68
Morgan Stanley
MS
$263B
$671M 0.15%
4,222,036
+1,149,617
IWM icon
69
iShares Russell 2000 ETF
IWM
$69.4B
$668M 0.14%
2,759,791
-379,455
APP icon
70
Applovin
APP
$188B
$667M 0.14%
928,062
+358,589
CVX icon
71
Chevron
CVX
$297B
$659M 0.14%
4,246,449
+1,237,000
MDT icon
72
Medtronic
MDT
$135B
$651M 0.14%
6,831,203
+3,492,192
ADI icon
73
Analog Devices
ADI
$124B
$634M 0.14%
2,578,574
-47,284
MRK icon
74
Merck
MRK
$262B
$631M 0.14%
7,512,887
+1,616,919
T icon
75
AT&T
T
$183B
$628M 0.14%
22,227,396
-1,793,025