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
AAP icon
1301
Advance Auto Parts
AAP
$3.01B
$7.74M ﹤0.01%
166,546
+82,811
CR icon
1302
Crane Co
CR
$10.6B
$7.71M ﹤0.01%
40,607
-17,798
WGO icon
1303
Winnebago Industries
WGO
$946M
$7.7M ﹤0.01%
265,635
+161,098
BGC icon
1304
BGC Group
BGC
$4.24B
$7.67M ﹤0.01%
749,376
+241,750
LCID icon
1305
Lucid Motors
LCID
$4.92B
$7.66M ﹤0.01%
363,107
+215,901
GES icon
1306
Guess Inc
GES
$887M
$7.64M ﹤0.01%
632,146
+41,028
AWI icon
1307
Armstrong World Industries
AWI
$7.88B
$7.64M ﹤0.01%
47,023
+6,192
VTLE icon
1308
Vital Energy
VTLE
$678M
$7.63M ﹤0.01%
474,128
-54,204
SQM icon
1309
Sociedad Química y Minera de Chile
SQM
$15.6B
$7.63M ﹤0.01%
216,248
+28,290
LAUR icon
1310
Laureate Education
LAUR
$4.44B
$7.6M ﹤0.01%
324,900
+128,558
OZK icon
1311
Bank OZK
OZK
$4.93B
$7.57M ﹤0.01%
160,914
+35,451
EBC icon
1312
Eastern Bankshares
EBC
$3.96B
$7.56M ﹤0.01%
495,165
+13,322
RIOT icon
1313
Riot Platforms
RIOT
$5.19B
$7.56M ﹤0.01%
668,758
+246,450
PEN icon
1314
Penumbra
PEN
$11B
$7.55M ﹤0.01%
29,421
+1,723
CNR
1315
Core Natural Resources Inc
CNR
$4.22B
$7.55M ﹤0.01%
108,263
+36,778
ARCB icon
1316
ArcBest
ARCB
$1.44B
$7.53M ﹤0.01%
97,766
+60,939
PFSI icon
1317
PennyMac Financial
PFSI
$6.6B
$7.51M ﹤0.01%
75,411
+20,444
FULT icon
1318
Fulton Financial
FULT
$3.21B
$7.5M ﹤0.01%
415,622
+119,401
HBI icon
1319
Hanesbrands
HBI
$2.35B
$7.49M ﹤0.01%
1,634,722
+1,093,929
LITE icon
1320
Lumentum
LITE
$16.5B
$7.47M ﹤0.01%
78,554
+17,901
QXO
1321
QXO Inc
QXO
$11.8B
$7.46M ﹤0.01%
346,556
+229,851
DEC
1322
Diversified Energy
DEC
$1.17B
$7.43M ﹤0.01%
506,681
+149,980
MWA icon
1323
Mueller Water Products
MWA
$3.62B
$7.42M ﹤0.01%
308,698
+67,918
ECG
1324
Everus Construction Group
ECG
$4.6B
$7.42M ﹤0.01%
116,739
-37,417
PEGA icon
1325
Pegasystems
PEGA
$9.65B
$7.41M ﹤0.01%
136,941
+24,207