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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NLR icon
1301
VanEck Uranium + Nuclear Energy ETF
NLR
$4.2B
$5.71M ﹤0.01%
42,895
+33,630
VLY icon
1302
Valley National Bancorp
VLY
$8.1B
$5.65M ﹤0.01%
460,503
-2,033,958
MAT icon
1303
Mattel
MAT
$3.99B
$5.65M ﹤0.01%
388,853
-118,320
CPNG icon
1304
Coupang
CPNG
$31.7B
$5.65M ﹤0.01%
299,016
-695,049
LPX icon
1305
Louisiana-Pacific
LPX
$5.54B
$5.65M ﹤0.01%
77,596
+19,026
TE
1306
T1 Energy Inc
TE
$2.29B
$5.64M ﹤0.01%
1,285,806
+1,077,533
SUPN icon
1307
Supernus Pharmaceuticals
SUPN
$2.68B
$5.64M ﹤0.01%
109,114
-343
TRUP icon
1308
Trupanion
TRUP
$1.12B
$5.64M ﹤0.01%
220,160
-82,465
CSIQ icon
1309
Canadian Solar
CSIQ
$946M
$5.62M ﹤0.01%
405,966
+396,495
SGI
1310
Somnigroup International
SGI
$16.4B
$5.62M ﹤0.01%
76,057
-232,861
RBC icon
1311
RBC Bearings
RBC
$20B
$5.62M ﹤0.01%
10,349
-10,895
ERO icon
1312
Ero Copper
ERO
$2.71B
$5.6M ﹤0.01%
209,952
+202,444
TEX icon
1313
Terex
TEX
$8.21B
$5.6M ﹤0.01%
94,716
-66,989
EWTX icon
1314
Edgewise Therapeutics
EWTX
$4.39B
$5.58M ﹤0.01%
177,244
-195,494
BWA icon
1315
BorgWarner
BWA
$13.5B
$5.55M ﹤0.01%
102,357
-648,010
PEN icon
1316
Penumbra
PEN
$12.4B
$5.54M ﹤0.01%
16,882
-10,222
ALLY icon
1317
Ally Financial
ALLY
$14.4B
$5.54M ﹤0.01%
141,122
-74,418
RAL
1318
Ralliant Corp
RAL
$8.07B
$5.52M ﹤0.01%
132,637
+9,173
OLN icon
1319
Olin
OLN
$2.36B
$5.5M ﹤0.01%
184,999
+94,756
PEGA icon
1320
Pegasystems
PEGA
$5.13B
$5.49M ﹤0.01%
128,886
+20,048
HOG icon
1321
Harley-Davidson
HOG
$2.58B
$5.47M ﹤0.01%
270,356
-5,410
IHI icon
1322
iShares US Medical Devices ETF
IHI
$3.1B
$5.44M ﹤0.01%
101,945
+100,793
COPX icon
1323
Global X Copper Miners ETF NEW
COPX
$6.98B
$5.44M ﹤0.01%
71,204
-4,625
HR icon
1324
Healthcare Realty
HR
$7.08B
$5.43M ﹤0.01%
319,835
+10,887
BAB icon
1325
Invesco Taxable Municipal Bond ETF
BAB
$1.05B
$5.39M ﹤0.01%
200,000