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
COP icon
126
ConocoPhillips
COP
$107B
$409M 0.09%
4,320,891
-236,451
GLD icon
127
SPDR Gold Trust
GLD
$138B
$400M 0.09%
1,125,376
+15,932
LOW icon
128
Lowe's Companies
LOW
$134B
$396M 0.09%
1,577,486
-530,643
NXPI icon
129
NXP Semiconductors
NXPI
$48.1B
$395M 0.09%
1,736,607
-266,554
SPGI icon
130
S&P Global
SPGI
$150B
$395M 0.09%
812,481
-202,111
PH icon
131
Parker-Hannifin
PH
$108B
$395M 0.09%
521,448
+299,382
ALAB icon
132
Astera Labs
ALAB
$24.5B
$395M 0.09%
2,014,856
+1,961,995
DASH icon
133
DoorDash
DASH
$84.3B
$393M 0.09%
1,444,195
+132,259
BABA icon
134
Alibaba
BABA
$375B
$384M 0.08%
2,147,036
+1,523,488
XLE icon
135
Energy Select Sector SPDR Fund
XLE
$26.9B
$376M 0.08%
4,212,609
+2,031,797
TJX icon
136
TJX Companies
TJX
$170B
$374M 0.08%
2,585,398
+47,283
CPRT icon
137
Copart
CPRT
$37.8B
$373M 0.08%
8,298,911
+312,072
NEM icon
138
Newmont
NEM
$94.1B
$373M 0.08%
4,423,189
-8,160,614
GEV icon
139
GE Vernova
GEV
$155B
$372M 0.08%
605,633
+4,339
ANET icon
140
Arista Networks
ANET
$157B
$370M 0.08%
2,538,351
-49,933
HOOD icon
141
Robinhood
HOOD
$104B
$365M 0.08%
2,545,942
+842,957
TRV icon
142
Travelers Companies
TRV
$65.5B
$364M 0.08%
1,302,361
+11,577
CEG icon
143
Constellation Energy
CEG
$110B
$362M 0.08%
1,098,886
+90,827
SU icon
144
Suncor Energy
SU
$53.2B
$358M 0.08%
8,569,097
-4,276,365
CB icon
145
Chubb
CB
$117B
$352M 0.08%
1,245,873
-19,731
KKR icon
146
KKR & Co
KKR
$108B
$351M 0.08%
2,698,331
-103,559
SYK icon
147
Stryker
SYK
$143B
$343M 0.07%
928,906
-94,187
NEE icon
148
NextEra Energy
NEE
$177B
$343M 0.07%
4,540,178
-267,026
PLD icon
149
Prologis
PLD
$118B
$343M 0.07%
2,991,137
+335,698
HPE icon
150
Hewlett Packard
HPE
$28.2B
$342M 0.07%
13,943,539
-1,647,828