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
IYR icon
76
iShares US Real Estate ETF
IYR
$3.89B
$598M 0.13%
6,161,261
+2,769,005
XLC icon
77
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
$598M 0.13%
5,048,892
+3,015,840
AZO icon
78
AutoZone
AZO
$65.7B
$588M 0.13%
137,151
-62,500
RTX icon
79
RTX Corp
RTX
$231B
$580M 0.13%
3,465,475
+742,605
VZ icon
80
Verizon
VZ
$171B
$578M 0.13%
13,145,674
+655,709
PGR icon
81
Progressive
PGR
$133B
$576M 0.13%
2,334,183
+181,617
GILD icon
82
Gilead Sciences
GILD
$158B
$574M 0.12%
5,173,148
-923,527
CRH icon
83
CRH
CRH
$77.8B
$571M 0.12%
4,759,177
-2,883,876
TLT icon
84
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
$566M 0.12%
6,338,205
+4,034,349
CAT icon
85
Caterpillar
CAT
$265B
$561M 0.12%
1,176,651
-226,436
GPN icon
86
Global Payments
GPN
$17.5B
$559M 0.12%
6,734,415
+2,009,857
WDAY icon
87
Workday
WDAY
$62.4B
$552M 0.12%
2,293,548
+1,458,689
ABT icon
88
Abbott
ABT
$223B
$546M 0.12%
4,074,465
+363,390
MCHP icon
89
Microchip Technology
MCHP
$28B
$540M 0.12%
8,406,673
-668,433
QQQ icon
90
Invesco QQQ Trust
QQQ
$399B
$532M 0.12%
886,577
-1,762,324
XLB icon
91
Materials Select Sector SPDR Fund
XLB
$5.12B
$530M 0.11%
5,912,957
+1,308,165
HCA icon
92
HCA Healthcare
HCA
$118B
$525M 0.11%
1,230,892
-29,893
USB icon
93
US Bancorp
USB
$76B
$522M 0.11%
10,800,338
+1,801,796
DIS icon
94
Walt Disney
DIS
$184B
$519M 0.11%
4,529,007
-1,073,131
UBER icon
95
Uber
UBER
$174B
$511M 0.11%
5,217,961
-144,139
FERG icon
96
Ferguson
FERG
$49.8B
$508M 0.11%
2,262,619
+292,723
SNPS icon
97
Synopsys
SNPS
$74.6B
$502M 0.11%
1,017,185
-27,571
BLK icon
98
Blackrock
BLK
$160B
$498M 0.11%
426,953
+93,642
XEL icon
99
Xcel Energy
XEL
$47.6B
$492M 0.11%
6,098,386
+2,145,063
GPC icon
100
Genuine Parts
GPC
$17.9B
$489M 0.11%
3,528,297
+21,437