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
PATH icon
1026
UiPath
PATH
$7.23B
$13.7M ﹤0.01%
1,023,915
+817,654
TEVA icon
1027
Teva Pharmaceuticals
TEVA
$28.7B
$13.6M ﹤0.01%
675,126
+75,112
PBR.A icon
1028
Petrobras Class A
PBR.A
$76.9B
$13.6M ﹤0.01%
1,153,435
+33,579
GBCI icon
1029
Glacier Bancorp
GBCI
$5.62B
$13.6M ﹤0.01%
279,988
-72,416
HR icon
1030
Healthcare Realty
HR
$6.35B
$13.6M ﹤0.01%
752,427
-385,003
RVMD icon
1031
Revolution Medicines
RVMD
$14.8B
$13.6M ﹤0.01%
290,449
+34,065
MRUS icon
1032
Merus
MRUS
$7.28B
$13.6M ﹤0.01%
144,035
+110,393
COOP
1033
DELISTED
Mr. Cooper
COOP
$13.5M ﹤0.01%
64,056
+25,673
KNTK icon
1034
Kinetik
KNTK
$2.13B
$13.5M ﹤0.01%
315,701
-21,767
LBRDK icon
1035
Liberty Broadband Class C
LBRDK
$6.66B
$13.5M ﹤0.01%
211,845
-1,984,611
PTON icon
1036
Peloton Interactive
PTON
$2.82B
$13.4M ﹤0.01%
1,492,551
-599,564
CMA icon
1037
Comerica
CMA
$10.2B
$13.4M ﹤0.01%
195,922
+106,734
QFIN icon
1038
Qfin Holdings
QFIN
$2.54B
$13.4M ﹤0.01%
466,449
+219,929
TTEK icon
1039
Tetra Tech
TTEK
$8.9B
$13.4M ﹤0.01%
401,860
+168,918
KRYS icon
1040
Krystal Biotech
KRYS
$6.29B
$13.4M ﹤0.01%
75,896
-16,975
ALSN icon
1041
Allison Transmission
ALSN
$7.31B
$13.4M ﹤0.01%
157,793
+64,597
CORZ icon
1042
Core Scientific
CORZ
$4.82B
$13.4M ﹤0.01%
746,345
+9,561
PRMB
1043
Primo Brands
PRMB
$5.73B
$13.3M ﹤0.01%
603,361
+35,784
CRWV
1044
CoreWeave Inc
CRWV
$35.5B
$13.3M ﹤0.01%
97,409
+96,245
DVA icon
1045
DaVita
DVA
$8.57B
$13.3M ﹤0.01%
100,207
-245,567
MGY icon
1046
Magnolia Oil & Gas
MGY
$4.21B
$13.3M ﹤0.01%
555,950
-670,270
MGA icon
1047
Magna International
MGA
$13.9B
$13.2M ﹤0.01%
278,694
-91,370
SEIC icon
1048
SEI Investments
SEIC
$9.82B
$13.2M ﹤0.01%
155,403
+1,325
BTI icon
1049
British American Tobacco
BTI
$123B
$13.2M ﹤0.01%
247,768
-21,942
CWAN icon
1050
Clearwater Analytics
CWAN
$6.48B
$13.1M ﹤0.01%
726,441
+71,170