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
TALO icon
1001
Talos Energy
TALO
$1.84B
$13M ﹤0.01%
1,532,953
-60,686
RGLD icon
1002
Royal Gold
RGLD
$15.7B
$13M ﹤0.01%
72,961
+6,421
ATEN icon
1003
A10 Networks
ATEN
$1.25B
$13M ﹤0.01%
670,109
-5,845
GPOR icon
1004
Gulfport Energy Corp
GPOR
$4.06B
$12.9M ﹤0.01%
64,256
+13,314
PBR.A icon
1005
Petrobras Class A
PBR.A
$80B
$12.9M ﹤0.01%
1,119,856
+10,530
SARO
1006
StandardAero Inc
SARO
$8.57B
$12.9M ﹤0.01%
407,765
+300,317
U icon
1007
Unity
U
$15.7B
$12.9M ﹤0.01%
531,655
+167,262
TXNM
1008
TXNM Energy Inc
TXNM
$6.3B
$12.8M ﹤0.01%
228,017
+99,187
CIEN icon
1009
Ciena
CIEN
$27B
$12.8M ﹤0.01%
157,781
+29,303
JXN icon
1010
Jackson Financial
JXN
$6.42B
$12.8M ﹤0.01%
144,448
+39,879
ICFI icon
1011
ICF International
ICFI
$1.44B
$12.8M ﹤0.01%
151,222
+18,186
NTR icon
1012
Nutrien
NTR
$28.7B
$12.8M ﹤0.01%
219,777
-35,461
BTI icon
1013
British American Tobacco
BTI
$118B
$12.8M ﹤0.01%
269,710
+232,332
KRYS icon
1014
Krystal Biotech
KRYS
$5.97B
$12.8M ﹤0.01%
92,871
+47,874
HSAI
1015
Hesai Group
HSAI
$3.06B
$12.7M ﹤0.01%
580,820
+518,622
EVH icon
1016
Evolent Health
EVH
$466M
$12.7M ﹤0.01%
1,125,105
+41,468
UBSI icon
1017
United Bankshares
UBSI
$5.12B
$12.7M ﹤0.01%
347,657
+103,171
WTRG icon
1018
Essential Utilities
WTRG
$11.2B
$12.6M ﹤0.01%
339,664
-2,073
CORZ icon
1019
Core Scientific
CORZ
$4.63B
$12.6M ﹤0.01%
736,784
+499,371
FBIN icon
1020
Fortune Brands Innovations
FBIN
$5.77B
$12.6M ﹤0.01%
243,901
+110,880
LUMN icon
1021
Lumen
LUMN
$8.19B
$12.6M ﹤0.01%
2,866,067
-212,281
VRRM icon
1022
Verra Mobility
VRRM
$3.7B
$12.5M ﹤0.01%
494,074
+246,405
CBT icon
1023
Cabot Corp
CBT
$3.26B
$12.5M ﹤0.01%
166,821
+36,467
CNX icon
1024
CNX Resources
CNX
$4.96B
$12.5M ﹤0.01%
370,181
-274,565
WPC icon
1025
W.P. Carey
WPC
$14.8B
$12.5M ﹤0.01%
199,858
-35,271