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
AIN icon
1726
Albany International
AIN
$1.29B
$4.15M ﹤0.01%
59,197
+19,143
SEM icon
1727
Select Medical
SEM
$1.62B
$4.15M ﹤0.01%
273,456
+69,479
NIO icon
1728
NIO
NIO
$15.2B
$4.15M ﹤0.01%
1,209,071
+804,219
STNG icon
1729
Scorpio Tankers
STNG
$3.2B
$4.14M ﹤0.01%
105,926
+32,791
AGM icon
1730
Federal Agricultural Mortgage
AGM
$1.79B
$4.14M ﹤0.01%
21,299
+6,696
SKWD icon
1731
Skyward Specialty Insurance
SKWD
$1.97B
$4.13M ﹤0.01%
71,410
+25,913
SPNT icon
1732
SiriusPoint
SPNT
$2.37B
$4.12M ﹤0.01%
202,101
+80,000
GOLF icon
1733
Acushnet Holdings
GOLF
$4.66B
$4.12M ﹤0.01%
56,549
+17,256
OXM icon
1734
Oxford Industries
OXM
$520M
$4.12M ﹤0.01%
102,237
+1,780
CENTA icon
1735
Central Garden & Pet Co Class A
CENTA
$1.8B
$4.09M ﹤0.01%
130,890
+28,793
LPX icon
1736
Louisiana-Pacific
LPX
$5.25B
$4.09M ﹤0.01%
47,528
+249
NATL icon
1737
NCR Atleos
NATL
$2.61B
$4.08M ﹤0.01%
143,070
+41,234
RBRK icon
1738
Rubrik
RBRK
$14.1B
$4.08M ﹤0.01%
45,544
+15,603
IVT icon
1739
InvenTrust Properties
IVT
$2.18B
$4.08M ﹤0.01%
148,805
+51,749
EMA
1740
Emera Inc
EMA
$14.4B
$4.07M ﹤0.01%
+88,824
PBI icon
1741
Pitney Bowes
PBI
$1.48B
$4.07M ﹤0.01%
372,918
+161,476
SPXV icon
1742
ProShares S&P 500 ex-Health Care ETF
SPXV
$33.7M
$4.07M ﹤0.01%
60,000
G icon
1743
Genpact
G
$7.74B
$4.05M ﹤0.01%
92,086
-72,666
HTO
1744
H2O America
HTO
$1.7B
$4.05M ﹤0.01%
77,903
+26,018
MNKD icon
1745
MannKind Corp
MNKD
$1.55B
$4.04M ﹤0.01%
1,081,245
+633,348
ALKT icon
1746
Alkami Technology
ALKT
$2.15B
$4.04M ﹤0.01%
134,114
+47,414
ALGM icon
1747
Allegro MicroSystems
ALGM
$4.57B
$4.03M ﹤0.01%
117,759
-6,417
HRMY icon
1748
Harmony Biosciences
HRMY
$1.96B
$4.02M ﹤0.01%
127,113
+43,823
DXC icon
1749
DXC Technology
DXC
$2.25B
$4M ﹤0.01%
261,432
+111,977
SAIL
1750
SailPoint Inc
SAIL
$11.1B
$4M ﹤0.01%
174,819
+1,300