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
GRND icon
1801
Grindr
GRND
$2.59B
$3.64M ﹤0.01%
160,424
+1,003
SRCE icon
1802
1st Source
SRCE
$1.5B
$3.64M ﹤0.01%
58,667
+20,747
ITWO
1803
ProShares Russell 2000 High Income ETF
ITWO
$69M
$3.64M ﹤0.01%
100,000
NWBI icon
1804
Northwest Bancshares
NWBI
$1.72B
$3.63M ﹤0.01%
284,257
+87,092
ARI
1805
Apollo Commercial Real Estate
ARI
$1.37B
$3.62M ﹤0.01%
374,299
+53,269
AQN icon
1806
Algonquin Power & Utilities
AQN
$4.66B
$3.61M ﹤0.01%
629,957
+35,889
ASH icon
1807
Ashland
ASH
$2.35B
$3.6M ﹤0.01%
71,541
-12,306
XYF
1808
X Financial
XYF
$475M
$3.6M ﹤0.01%
205,891
+194,891
DCO icon
1809
Ducommun
DCO
$1.37B
$3.59M ﹤0.01%
43,481
+7,434
SNDX icon
1810
Syndax Pharmaceuticals
SNDX
$1.44B
$3.59M ﹤0.01%
382,966
+182,977
NIC icon
1811
Nicolet Bankshares
NIC
$1.85B
$3.59M ﹤0.01%
29,041
+8,203
AKBA icon
1812
Akebia Therapeutics
AKBA
$443M
$3.58M ﹤0.01%
984,512
+676,377
LBRT icon
1813
Liberty Energy
LBRT
$2.58B
$3.57M ﹤0.01%
311,347
+95,528
VITL icon
1814
Vital Farms
VITL
$1.44B
$3.56M ﹤0.01%
92,396
+26,220
KLIC icon
1815
Kulicke & Soffa
KLIC
$1.94B
$3.55M ﹤0.01%
102,526
+30,745
JOE icon
1816
St. Joe Company
JOE
$3.3B
$3.54M ﹤0.01%
74,331
+24,857
HI icon
1817
Hillenbrand
HI
$2.23B
$3.54M ﹤0.01%
176,126
+10,833
NXST icon
1818
Nexstar Media Group
NXST
$5.52B
$3.54M ﹤0.01%
20,439
-49,729
BOW
1819
Bowhead Specialty Holdings
BOW
$907M
$3.52M ﹤0.01%
93,903
+12,821
UHAL.B icon
1820
U-Haul Holding Co Series N
UHAL.B
$8.97B
$3.52M ﹤0.01%
64,737
-1,196
TFX icon
1821
Teleflex
TFX
$4.73B
$3.5M ﹤0.01%
29,613
-168,134
HSBC icon
1822
HSBC
HSBC
$249B
$3.5M ﹤0.01%
57,628
+44,904
ARDX icon
1823
Ardelyx
ARDX
$1.42B
$3.5M ﹤0.01%
892,707
+449,467
CSR
1824
Centerspace
CSR
$1.12B
$3.5M ﹤0.01%
58,117
+13,128
PCT icon
1825
PureCycle Technologies
PCT
$1.66B
$3.49M ﹤0.01%
254,681
+101,906