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
ATR icon
1076
AptarGroup
ATR
$8.1B
$12.4M ﹤0.01%
92,591
-885
STNE icon
1077
StoneCo
STNE
$4.07B
$12.4M ﹤0.01%
653,132
-15,959
IBP icon
1078
Installed Building Products
IBP
$7.33B
$12.3M ﹤0.01%
49,929
-19,193
BRX icon
1079
Brixmor Property Group
BRX
$7.99B
$12.3M ﹤0.01%
443,090
+168,524
GMED icon
1080
Globus Medical
GMED
$12.2B
$12.3M ﹤0.01%
214,031
+30,013
BMI icon
1081
Badger Meter
BMI
$5.38B
$12.2M ﹤0.01%
68,291
-15,238
PMT
1082
PennyMac Mortgage Investment
PMT
$1.12B
$12.2M ﹤0.01%
992,581
+478,947
EXPO icon
1083
Exponent
EXPO
$3.61B
$12.2M ﹤0.01%
174,975
+15,843
JXN icon
1084
Jackson Financial
JXN
$6.6B
$12.1M ﹤0.01%
119,697
-24,751
VKTX icon
1085
Viking Therapeutics
VKTX
$4.01B
$12.1M ﹤0.01%
460,807
+229,607
ELF icon
1086
e.l.f. Beauty
ELF
$4.3B
$12.1M ﹤0.01%
91,260
+25,057
ARWR icon
1087
Arrowhead Research
ARWR
$6.47B
$12.1M ﹤0.01%
350,239
-59,364
SLAB icon
1088
Silicon Laboratories
SLAB
$4.06B
$12.1M ﹤0.01%
91,931
-52,947
ONTO icon
1089
Onto Innovation
ONTO
$6.8B
$12M ﹤0.01%
93,122
-609,450
HPE.PRC
1090
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$1.8B
$12M ﹤0.01%
176,608
+14,326
NFG icon
1091
National Fuel Gas
NFG
$7.29B
$12M ﹤0.01%
129,800
+53,380
STAG icon
1092
STAG Industrial
STAG
$7.33B
$12M ﹤0.01%
339,710
-100,873
OPCH icon
1093
Option Care Health
OPCH
$4.96B
$11.8M ﹤0.01%
426,405
-62,757
CRBG icon
1094
Corebridge Financial
CRBG
$14.9B
$11.8M ﹤0.01%
366,623
-29,065
OIH icon
1095
VanEck Oil Services ETF
OIH
$1.15B
$11.7M ﹤0.01%
45,115
+20,694
GLBE icon
1096
Global E Online
GLBE
$6.7B
$11.7M ﹤0.01%
327,693
+286,187
NWL icon
1097
Newell Brands
NWL
$1.45B
$11.7M ﹤0.01%
2,236,002
-2,360,467
SWX icon
1098
Southwest Gas
SWX
$5.92B
$11.7M ﹤0.01%
149,177
+16,310
QBTS icon
1099
D-Wave Quantum
QBTS
$7.91B
$11.7M ﹤0.01%
471,827
-104,958
MSA icon
1100
Mine Safety
MSA
$6.3B
$11.6M ﹤0.01%
67,660
+18,562