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
ALE icon
1251
Allete
ALE
$3.92B
$8.87M ﹤0.01%
133,537
+11,550
ACLX icon
1252
Arcellx
ACLX
$4.22B
$8.84M ﹤0.01%
107,656
-31,722
ACA icon
1253
Arcosa
ACA
$5.21B
$8.84M ﹤0.01%
94,285
-3,917
APLD icon
1254
Applied Digital
APLD
$6.61B
$8.81M ﹤0.01%
384,262
+11,220
FHB icon
1255
First Hawaiian
FHB
$3.13B
$8.81M ﹤0.01%
354,680
+23,945
FNB icon
1256
FNB Corp
FNB
$5.98B
$8.8M ﹤0.01%
546,216
+13,223
SMG icon
1257
ScottsMiracle-Gro
SMG
$3.2B
$8.8M ﹤0.01%
154,455
-199,795
PBF icon
1258
PBF Energy
PBF
$3.99B
$8.79M ﹤0.01%
291,386
+8,929
KYMR icon
1259
Kymera Therapeutics
KYMR
$4.75B
$8.78M ﹤0.01%
155,144
+11,963
AXSM icon
1260
Axsome Therapeutics
AXSM
$7.58B
$8.75M ﹤0.01%
72,067
-25,423
HLNE icon
1261
Hamilton Lane
HLNE
$5.41B
$8.73M ﹤0.01%
64,767
-1,967
CHWY icon
1262
Chewy
CHWY
$13.9B
$8.72M ﹤0.01%
215,633
+96,136
REI icon
1263
Ring Energy
REI
$183M
$8.72M ﹤0.01%
8,000,090
+1,975,000
OMF icon
1264
OneMain Financial
OMF
$7.22B
$8.72M ﹤0.01%
154,447
-29,917
PECO icon
1265
Phillips Edison & Co
PECO
$4.47B
$8.71M ﹤0.01%
253,656
-25,940
ASGN icon
1266
ASGN Inc
ASGN
$1.95B
$8.69M ﹤0.01%
183,613
+76,287
IBOC icon
1267
International Bancshares
IBOC
$4.16B
$8.67M ﹤0.01%
126,169
-3,797
AGIO icon
1268
Agios Pharmaceuticals
AGIO
$1.66B
$8.67M ﹤0.01%
216,040
+35,336
BP icon
1269
BP
BP
$91.2B
$8.65M ﹤0.01%
251,066
-576,721
JAZZ icon
1270
Jazz Pharmaceuticals
JAZZ
$10.9B
$8.64M ﹤0.01%
65,579
+13,568
MC icon
1271
Moelis & Co
MC
$4.74B
$8.64M ﹤0.01%
121,127
-42,530
IOT icon
1272
Samsara
IOT
$21.5B
$8.62M ﹤0.01%
231,352
+28,700
PJT icon
1273
PJT Partners
PJT
$4.14B
$8.61M ﹤0.01%
48,443
-17,960
NOV icon
1274
NOV
NOV
$5.48B
$8.6M ﹤0.01%
648,817
+116,825
UEC icon
1275
Uranium Energy
UEC
$5.85B
$8.59M ﹤0.01%
643,850
-257,257