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
VIV icon
1226
Telefônica Brasil
VIV
$20.7B
$9.31M ﹤0.01%
730,532
-560,109
LXP icon
1227
LXP Industrial Trust
LXP
$2.86B
$9.31M ﹤0.01%
207,823
+45,441
ACAD icon
1228
Acadia Pharmaceuticals
ACAD
$4.13B
$9.28M ﹤0.01%
434,986
+7,513
PEN icon
1229
Penumbra
PEN
$11.7B
$9.24M ﹤0.01%
36,476
+7,055
VMI icon
1230
Valmont Industries
VMI
$8.02B
$9.22M ﹤0.01%
23,769
+10,827
TEX icon
1231
Terex
TEX
$3.01B
$9.2M ﹤0.01%
179,371
+8,933
IRT icon
1232
Independence Realty Trust
IRT
$4.08B
$9.2M ﹤0.01%
561,314
+67,166
SOUN icon
1233
SoundHound AI
SOUN
$5.02B
$9.19M ﹤0.01%
571,368
-587,455
BIO icon
1234
Bio-Rad Laboratories Class A
BIO
$8.96B
$9.16M ﹤0.01%
32,666
+12,818
JNK icon
1235
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.64B
$9.14M ﹤0.01%
93,300
-8,200
AMC icon
1236
AMC Entertainment Holdings
AMC
$1.16B
$9.14M ﹤0.01%
3,152,043
+481,217
SCCO icon
1237
Southern Copper
SCCO
$106B
$9.14M ﹤0.01%
75,960
-30,534
RDN icon
1238
Radian Group
RDN
$4.82B
$9.12M ﹤0.01%
251,702
-45,511
SANM icon
1239
Sanmina
SANM
$8.42B
$9.09M ﹤0.01%
78,979
-79,064
FLYW icon
1240
Flywire
FLYW
$1.68B
$9.08M ﹤0.01%
670,580
+430,359
MGEE icon
1241
MGE Energy Inc
MGEE
$3B
$9.08M ﹤0.01%
107,824
-158,974
NOVT icon
1242
Novanta
NOVT
$4B
$9.01M ﹤0.01%
89,925
+11,619
PRI icon
1243
Primerica
PRI
$8.3B
$9M ﹤0.01%
32,434
+13,984
NTR icon
1244
Nutrien
NTR
$27.5B
$8.99M ﹤0.01%
153,187
-66,590
CNM icon
1245
Core & Main
CNM
$8.97B
$8.97M ﹤0.01%
166,651
+77,327
ACHR icon
1246
Archer Aviation
ACHR
$4.81B
$8.94M ﹤0.01%
933,413
-320,685
PEGA icon
1247
Pegasystems
PEGA
$9.25B
$8.93M ﹤0.01%
155,255
+18,314
PLNT icon
1248
Planet Fitness
PLNT
$9.27B
$8.92M ﹤0.01%
85,914
-11,622
FYBR icon
1249
Frontier Communications
FYBR
$9.49B
$8.91M ﹤0.01%
238,600
-295,474
TCOM icon
1250
Trip.com Group
TCOM
$45.9B
$8.88M ﹤0.01%
118,129
+10,828