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
IBN icon
1126
ICICI Bank
IBN
$111B
$10.5M ﹤0.01%
311,050
+46,790
VRNA
1127
DELISTED
Verona Pharma
VRNA
$10.5M ﹤0.01%
110,611
+1,110
ABCB icon
1128
Ameris Bancorp
ABCB
$4.98B
$10.5M ﹤0.01%
161,631
+51,242
KNF icon
1129
Knife River
KNF
$3.94B
$10.5M ﹤0.01%
128,034
+37,713
MRCY icon
1130
Mercury Systems
MRCY
$4.26B
$10.4M ﹤0.01%
193,468
+40,681
ASB icon
1131
Associated Banc-Corp
ASB
$4.2B
$10.4M ﹤0.01%
427,044
+95,552
LFST icon
1132
Lifestance Health
LFST
$2.49B
$10.4M ﹤0.01%
2,008,865
+581,732
ABG icon
1133
Asbury Automotive
ABG
$4.32B
$10.3M ﹤0.01%
43,366
+13,792
CHX
1134
DELISTED
ChampionX
CHX
$10.3M ﹤0.01%
416,479
+75,082
ANF icon
1135
Abercrombie & Fitch
ANF
$3.28B
$10.3M ﹤0.01%
124,787
+5,550
DOX icon
1136
Amdocs
DOX
$8.47B
$10.3M ﹤0.01%
113,017
-92,604
GNL icon
1137
Global Net Lease
GNL
$1.74B
$10.2M ﹤0.01%
1,356,566
+175,163
KRE icon
1138
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$10.2M ﹤0.01%
172,039
-234,582
IWF icon
1139
iShares Russell 1000 Growth ETF
IWF
$123B
$10.2M ﹤0.01%
24,025
+23,080
MC icon
1140
Moelis & Co
MC
$4.69B
$10.2M ﹤0.01%
163,657
+30,630
LNW
1141
DELISTED
Light & Wonder
LNW
$10.2M ﹤0.01%
105,854
+39,963
AXSM icon
1142
Axsome Therapeutics
AXSM
$7.04B
$10.2M ﹤0.01%
97,490
+45,620
NPO icon
1143
Enpro
NPO
$4.42B
$10.2M ﹤0.01%
53,113
-9,227
AEIS icon
1144
Advanced Energy
AEIS
$7.64B
$10.1M ﹤0.01%
76,405
+23,650
SKY icon
1145
Champion Homes
SKY
$4.55B
$10.1M ﹤0.01%
161,643
+51,180
SRRK icon
1146
Scholar Rock
SRRK
$3.6B
$10.1M ﹤0.01%
285,320
+128,949
NOVT icon
1147
Novanta
NOVT
$3.71B
$10.1M ﹤0.01%
78,306
+23,972
XPO icon
1148
XPO
XPO
$15.7B
$10.1M ﹤0.01%
79,913
-5,793
SSD icon
1149
Simpson Manufacturing
SSD
$6.81B
$10.1M ﹤0.01%
64,903
+12,396
TEVA icon
1150
Teva Pharmaceuticals
TEVA
$29.2B
$10.1M ﹤0.01%
600,014
-163,832