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
VEEV icon
751
Veeva Systems
VEEV
$39.4B
$26.7M 0.01%
89,707
-38,961
MTZ icon
752
MasTec
MTZ
$16.2B
$26.7M 0.01%
125,463
-18,223
ERIE icon
753
Erie Indemnity
ERIE
$15.5B
$26.6M 0.01%
83,653
-2,119
LPLA icon
754
LPL Financial
LPLA
$27.9B
$26.6M 0.01%
79,972
+15,189
SBRA icon
755
Sabra Healthcare REIT
SBRA
$4.72B
$26.6M 0.01%
1,426,718
+766,740
NTNX icon
756
Nutanix
NTNX
$15.9B
$26.6M 0.01%
357,360
+99,597
FNF icon
757
Fidelity National Financial
FNF
$16.1B
$26.6M 0.01%
439,162
-69,898
THC icon
758
Tenet Healthcare
THC
$19.2B
$26.5M 0.01%
130,574
-126,642
BEN icon
759
Franklin Resources
BEN
$11.6B
$26.5M 0.01%
1,145,738
-137,772
PB icon
760
Prosperity Bancshares
PB
$6.59B
$26.3M 0.01%
396,574
+119,143
CACI icon
761
CACI
CACI
$13.6B
$26.3M 0.01%
52,716
+6,307
AA icon
762
Alcoa
AA
$10.2B
$26.3M 0.01%
799,013
+268,818
UNM icon
763
Unum
UNM
$12.8B
$26.2M 0.01%
336,630
+160,059
MTG icon
764
MGIC Investment
MTG
$6.36B
$26.2M 0.01%
922,882
+290,893
AIT icon
765
Applied Industrial Technologies
AIT
$9.65B
$26.2M 0.01%
100,244
+47,868
IONQ icon
766
IonQ
IONQ
$16.7B
$26.1M 0.01%
424,643
-78,077
RL icon
767
Ralph Lauren
RL
$22.1B
$26.1M 0.01%
83,199
-55,019
JAAA icon
768
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$26M 0.01%
+512,318
GLOB icon
769
Globant
GLOB
$2.78B
$26M 0.01%
453,331
+415,351
ATI icon
770
ATI
ATI
$13.5B
$26M 0.01%
319,691
+182,707
HEI icon
771
HEICO Corp
HEI
$43.8B
$26M 0.01%
80,455
-1,394
ILMN icon
772
Illumina
ILMN
$19.8B
$25.8M 0.01%
271,975
+46,121
WTRG icon
773
Essential Utilities
WTRG
$11.2B
$25.8M 0.01%
645,515
+305,851
MUR icon
774
Murphy Oil
MUR
$4.45B
$25.8M 0.01%
906,446
-454,083
LKQ icon
775
LKQ Corp
LKQ
$7.61B
$25.5M 0.01%
835,837
+187,437