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
SBH icon
1501
Sally Beauty Holdings
SBH
$1.38B
$5.78M ﹤0.01%
624,045
-10,414
AIR icon
1502
AAR Corp
AIR
$3.24B
$5.77M ﹤0.01%
83,931
+19,154
PI icon
1503
Impinj
PI
$4.29B
$5.77M ﹤0.01%
51,911
+20,661
UNF icon
1504
Unifirst Corp
UNF
$2.92B
$5.76M ﹤0.01%
30,608
+10,223
VAC icon
1505
Marriott Vacations Worldwide
VAC
$1.57B
$5.75M ﹤0.01%
79,582
+48,247
HSII icon
1506
Heidrick & Struggles
HSII
$1.22B
$5.74M ﹤0.01%
125,407
+35,139
COOP
1507
DELISTED
Mr. Cooper
COOP
$5.73M ﹤0.01%
38,383
-49,503
ASO icon
1508
Academy Sports + Outdoors
ASO
$2.98B
$5.72M ﹤0.01%
127,702
+42,745
KBR icon
1509
KBR
KBR
$5.34B
$5.72M ﹤0.01%
119,343
+40,028
CRUS icon
1510
Cirrus Logic
CRUS
$6.09B
$5.71M ﹤0.01%
54,760
-29,816
WAFD icon
1511
WaFd
WAFD
$2.39B
$5.68M ﹤0.01%
194,030
+49,329
BPOP icon
1512
Popular Inc
BPOP
$7.7B
$5.68M ﹤0.01%
51,497
-1,765
IESC icon
1513
IES Holdings
IESC
$7.24B
$5.67M ﹤0.01%
19,135
+7,780
FMC icon
1514
FMC
FMC
$1.74B
$5.67M ﹤0.01%
135,748
-98,382
RBA icon
1515
RB Global
RBA
$18.9B
$5.63M ﹤0.01%
53,060
+6,375
CNA icon
1516
CNA Financial
CNA
$12.5B
$5.63M ﹤0.01%
120,960
+77,568
LEU icon
1517
Centrus Energy
LEU
$4.55B
$5.63M ﹤0.01%
30,716
+12,075
OIH icon
1518
VanEck Oil Services ETF
OIH
$1.05B
$5.62M ﹤0.01%
24,421
-52,267
TOWN icon
1519
Towne Bank
TOWN
$2.62B
$5.6M ﹤0.01%
163,926
+48,587
CBSH icon
1520
Commerce Bancshares
CBSH
$7.09B
$5.6M ﹤0.01%
90,035
-17,147
EXLS icon
1521
EXL Service
EXLS
$6.3B
$5.59M ﹤0.01%
127,726
-155,162
TRN icon
1522
Trinity Industries
TRN
$2.04B
$5.59M ﹤0.01%
206,832
+89,656
RITM icon
1523
Rithm Capital
RITM
$6.16B
$5.58M ﹤0.01%
493,833
+155,922
PFS icon
1524
Provident Financial Services
PFS
$2.42B
$5.57M ﹤0.01%
317,804
+91,391
GRAL
1525
GRAIL Inc
GRAL
$3.1B
$5.57M ﹤0.01%
108,313
+81,314