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
JLL icon
726
Jones Lang LaSalle
JLL
$15.6B
$29.6M 0.01%
99,225
+68,593
CLSK icon
727
CleanSpark
CLSK
$3.16B
$29.5M 0.01%
2,037,669
-260,155
CR icon
728
Crane Co
CR
$10.5B
$29.4M 0.01%
159,901
+119,294
UHS icon
729
Universal Health Services
UHS
$15.2B
$29.4M 0.01%
143,768
-32,933
HOMB icon
730
Home BancShares
HOMB
$5.58B
$29.1M 0.01%
1,028,866
-21,025
MFC icon
731
Manulife Financial
MFC
$59.5B
$28.9M 0.01%
928,267
-159,531
LRN icon
732
Stride
LRN
$2.76B
$28.9M 0.01%
193,999
-64,231
NDSN icon
733
Nordson
NDSN
$13.4B
$28.8M 0.01%
126,886
-49,013
RGA icon
734
Reinsurance Group of America
RGA
$12.5B
$28.8M 0.01%
149,664
+89,484
GBX icon
735
The Greenbrier Companies
GBX
$1.38B
$28.7M 0.01%
622,664
+476,330
INDA icon
736
iShares MSCI India ETF
INDA
$9.54B
$28.7M 0.01%
552,212
+203,906
AM icon
737
Antero Midstream
AM
$8.38B
$28.6M 0.01%
1,473,414
-239,875
DOC icon
738
Healthpeak Properties
DOC
$12.6B
$28.6M 0.01%
1,495,525
+97,662
CAG icon
739
Conagra Brands
CAG
$8.49B
$28.6M 0.01%
1,563,625
+304,533
RBRK icon
740
Rubrik
RBRK
$13.6B
$28.5M 0.01%
346,262
+300,718
KRG icon
741
Kite Realty
KRG
$4.98B
$28.3M 0.01%
1,268,347
+89,839
CLF icon
742
Cleveland-Cliffs
CLF
$7.04B
$28.2M 0.01%
2,308,271
+1,703,791
AS icon
743
Amer Sports
AS
$20.3B
$28.1M 0.01%
808,313
+608,428
SEDG icon
744
SolarEdge
SEDG
$2.09B
$28M 0.01%
757,186
+279,741
TRU icon
745
TransUnion
TRU
$16.5B
$28M 0.01%
333,996
+36,129
VALE icon
746
Vale
VALE
$52B
$27.8M 0.01%
2,559,170
+726,814
PENG
747
Penguin Solutions Inc
PENG
$1.01B
$27.7M 0.01%
1,055,189
+336,644
EQH icon
748
Equitable Holdings
EQH
$13.4B
$27.1M 0.01%
532,833
+106,967
CPB icon
749
Campbell Soup
CPB
$9.06B
$27M 0.01%
856,258
+28,342
CIEN icon
750
Ciena
CIEN
$27.7B
$26.8M 0.01%
184,266
+26,485