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
MGEE icon
751
MGE Energy Inc
MGEE
$3.06B
$23.6M 0.01%
266,798
-3,086
COLB icon
752
Columbia Banking Systems
COLB
$8.05B
$23.6M 0.01%
1,007,374
+827,878
CZR icon
753
Caesars Entertainment
CZR
$4.04B
$23.5M 0.01%
828,642
+178,976
ZM icon
754
Zoom
ZM
$25.2B
$23.5M 0.01%
301,721
+20,127
RPM icon
755
RPM International
RPM
$13.7B
$23.4M 0.01%
213,481
+55,636
SMG icon
756
ScottsMiracle-Gro
SMG
$3.27B
$23.4M 0.01%
354,250
+294,130
TXRH icon
757
Texas Roadhouse
TXRH
$11.1B
$23.2M 0.01%
123,868
-764,736
HEI.A icon
758
HEICO Corp Class A
HEI.A
$34.1B
$23.2M 0.01%
89,525
-22,011
AMBA icon
759
Ambarella
AMBA
$3.75B
$23.1M 0.01%
349,567
+40,527
IONS icon
760
Ionis Pharmaceuticals
IONS
$11.6B
$23M 0.01%
583,266
+229,329
OKLO
761
Oklo
OKLO
$15.3B
$23M 0.01%
410,936
+404,570
SOFI icon
762
SoFi Technologies
SOFI
$33.5B
$22.9M 0.01%
1,256,664
+416,027
EME icon
763
Emcor
EME
$27.8B
$22.8M 0.01%
42,701
-8,494
GFS icon
764
GlobalFoundries
GFS
$18.4B
$22.8M 0.01%
595,970
+94,272
TLN
765
Talen Energy Corp
TLN
$16.5B
$22.8M 0.01%
78,279
+48,013
SOBO
766
South Bow Corp
SOBO
$5.71B
$22.6M 0.01%
870,858
-68,165
WWD icon
767
Woodward
WWD
$15.6B
$22.6M 0.01%
92,024
-20,297
ONB icon
768
Old National Bancorp
ONB
$8.11B
$22.5M 0.01%
1,055,950
+422,267
RAMP icon
769
LiveRamp
RAMP
$1.89B
$22.5M 0.01%
679,553
+111,340
TME icon
770
Tencent Music
TME
$29.2B
$22.4M 0.01%
1,149,036
+298,444
TGTX icon
771
TG Therapeutics
TGTX
$4.92B
$22.3M 0.01%
620,546
+367,452
HESM icon
772
Hess Midstream
HESM
$4.31B
$22.3M 0.01%
579,280
+48,702
RYTM icon
773
Rhythm Pharmaceuticals
RYTM
$6.64B
$22.2M 0.01%
351,198
+249,981
TTMI icon
774
TTM Technologies
TTMI
$7.02B
$22.2M 0.01%
543,488
+17,383
BWXT icon
775
BWX Technologies
BWXT
$16.3B
$22.1M 0.01%
153,710
-10,445