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
JJSF icon
1826
J&J Snack Foods
JJSF
$1.62B
$3.48M ﹤0.01%
30,715
+9,854
PHIN icon
1827
Phinia Inc
PHIN
$2.09B
$3.48M ﹤0.01%
78,224
+18,897
AMCX icon
1828
AMC Networks
AMCX
$340M
$3.48M ﹤0.01%
554,638
+4,556
HE icon
1829
Hawaiian Electric Industries
HE
$2.01B
$3.47M ﹤0.01%
326,442
+109,977
JBLU icon
1830
JetBlue
JBLU
$1.52B
$3.47M ﹤0.01%
820,181
+254,838
TGLS icon
1831
Tecnoglass
TGLS
$2.09B
$3.46M ﹤0.01%
44,781
+17,646
DBRG icon
1832
DigitalBridge
DBRG
$1.75B
$3.46M ﹤0.01%
334,210
+135,017
REPL icon
1833
Replimune Group
REPL
$705M
$3.46M ﹤0.01%
372,110
+217,314
ACMR icon
1834
ACM Research
ACMR
$2.04B
$3.46M ﹤0.01%
133,437
+32,629
RSI icon
1835
Rush Street Interactive
RSI
$1.69B
$3.45M ﹤0.01%
231,838
+60,105
COMM icon
1836
CommScope
COMM
$3.72B
$3.45M ﹤0.01%
416,495
-3,363,476
GLOB icon
1837
Globant
GLOB
$2.69B
$3.45M ﹤0.01%
37,980
-14,657
HCSG icon
1838
Healthcare Services Group
HCSG
$1.22B
$3.44M ﹤0.01%
229,187
+58,380
BIRK icon
1839
Birkenstock
BIRK
$7.38B
$3.42M ﹤0.01%
69,564
-133,792
LZB icon
1840
La-Z-Boy
LZB
$1.25B
$3.42M ﹤0.01%
91,929
+25,351
SRDX icon
1841
Surmodics
SRDX
$595M
$3.42M ﹤0.01%
115,037
+7,967
KWR icon
1842
Quaker Houghton
KWR
$2.31B
$3.4M ﹤0.01%
30,401
+7,580
MCRI icon
1843
Monarch Casino & Resort
MCRI
$1.74B
$3.4M ﹤0.01%
39,302
+9,725
IDA icon
1844
Idacorp
IDA
$6.93B
$3.39M ﹤0.01%
29,350
+5,533
VERV
1845
DELISTED
Verve Therapeutics
VERV
$3.39M ﹤0.01%
301,599
+114,631
UFCS icon
1846
United Fire Group
UFCS
$947M
$3.39M ﹤0.01%
117,982
+26,543
ALV icon
1847
Autoliv
ALV
$9.17B
$3.38M ﹤0.01%
30,215
-12,074
LMAT icon
1848
LeMaitre Vascular
LMAT
$2.01B
$3.38M ﹤0.01%
40,726
+12,177
KKR.PRD
1849
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.55B
$3.38M ﹤0.01%
63,040
-23,380
DRS icon
1850
Leonardo DRS
DRS
$9.27B
$3.38M ﹤0.01%
72,649
-169,686