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
ROIV icon
901
Roivant Sciences
ROIV
$14.5B
$18.3M ﹤0.01%
1,208,755
-906,112
SPR icon
902
Spirit AeroSystems
SPR
$4.16B
$18.2M ﹤0.01%
472,720
-31,135
SSB icon
903
SouthState Bank Corp
SSB
$9.04B
$18.1M ﹤0.01%
183,470
+66,671
FWONK icon
904
Liberty Media Series C
FWONK
$23.5B
$18.1M ﹤0.01%
173,659
+24,233
OKLO
905
Oklo
OKLO
$13.4B
$18M ﹤0.01%
161,495
-249,441
CAVA icon
906
CAVA Group
CAVA
$5.63B
$18M ﹤0.01%
297,194
+249,877
ARKK icon
907
ARK Innovation ETF
ARKK
$7.24B
$18M ﹤0.01%
208,028
-70,657
RBA icon
908
RB Global
RBA
$18.1B
$17.9M ﹤0.01%
165,587
+112,527
SPSC icon
909
SPS Commerce
SPSC
$3.13B
$17.8M ﹤0.01%
171,264
+62,669
EHC icon
910
Encompass Health
EHC
$11.7B
$17.8M ﹤0.01%
140,216
+83,743
AXTA icon
911
Axalta
AXTA
$6.35B
$17.8M ﹤0.01%
621,409
+288,098
FTDR icon
912
Frontdoor
FTDR
$3.89B
$17.8M ﹤0.01%
264,299
-95,998
AFG icon
913
American Financial Group
AFG
$11.5B
$17.7M ﹤0.01%
121,463
+44,072
WTS icon
914
Watts Water Technologies
WTS
$9.27B
$17.7M ﹤0.01%
63,301
+1,724
WIX icon
915
WIX.com
WIX
$5.18B
$17.7M ﹤0.01%
99,457
-217,522
POST icon
916
Post Holdings
POST
$5.27B
$17.7M ﹤0.01%
164,342
-157,054
CNI icon
917
Canadian National Railway
CNI
$57B
$17.6M ﹤0.01%
186,479
+35,044
AOS icon
918
A.O. Smith
AOS
$9.11B
$17.4M ﹤0.01%
237,684
-187,737
PPC icon
919
Pilgrim's Pride
PPC
$8.89B
$17.4M ﹤0.01%
426,863
-59,849
GH icon
920
Guardant Health
GH
$14.1B
$17.3M ﹤0.01%
277,436
-118,544
BSY icon
921
Bentley Systems
BSY
$12.5B
$17.3M ﹤0.01%
336,654
-14,935
MANH icon
922
Manhattan Associates
MANH
$10.6B
$17.3M ﹤0.01%
84,178
+34,886
UPWK icon
923
Upwork
UPWK
$2.57B
$17.2M ﹤0.01%
928,046
+578,903
SKT icon
924
Tanger
SKT
$3.86B
$17.2M ﹤0.01%
507,745
+147,848
GNRC icon
925
Generac Holdings
GNRC
$8.72B
$17.2M ﹤0.01%
102,617
-25,567