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
BTU icon
1901
Peabody Energy
BTU
$3.51B
$3.2M ﹤0.01%
238,425
+84,246
INOD icon
1902
Innodata
INOD
$1.82B
$3.19M ﹤0.01%
62,367
+27,221
ACEL icon
1903
Accel Entertainment
ACEL
$855M
$3.19M ﹤0.01%
270,746
+53,934
NGVT icon
1904
Ingevity
NGVT
$1.78B
$3.18M ﹤0.01%
73,763
+22,260
NEE.PRS
1905
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.14B
$3.17M ﹤0.01%
67,316
-25,067
BKD icon
1906
Brookdale Senior Living
BKD
$2.48B
$3.16M ﹤0.01%
453,931
+187,522
UPBD icon
1907
Upbound Group
UPBD
$982M
$3.16M ﹤0.01%
125,824
+4,140
NNI icon
1908
Nelnet
NNI
$4.64B
$3.16M ﹤0.01%
26,068
+2,639
MTRN icon
1909
Materion
MTRN
$2.41B
$3.15M ﹤0.01%
39,723
+12,279
NMRK icon
1910
Newmark Group
NMRK
$2.96B
$3.13M ﹤0.01%
257,859
+94,359
FSLY icon
1911
Fastly
FSLY
$1.68B
$3.13M ﹤0.01%
443,148
+63,493
UMH
1912
UMH Properties
UMH
$1.29B
$3.12M ﹤0.01%
185,845
+51,954
ESI icon
1913
Element Solutions
ESI
$6.27B
$3.11M ﹤0.01%
137,355
+22,107
STBA icon
1914
S&T Bancorp
STBA
$1.47B
$3.11M ﹤0.01%
82,134
+25,126
BBSI icon
1915
Barrett Business Services
BBSI
$912M
$3.1M ﹤0.01%
74,431
+14,972
CCB icon
1916
Coastal Financial
CCB
$1.59B
$3.1M ﹤0.01%
32,006
+6,648
MBLY icon
1917
Mobileye
MBLY
$10B
$3.09M ﹤0.01%
172,015
+98,316
UUUU icon
1918
Energy Fuels
UUUU
$3.69B
$3.09M ﹤0.01%
537,213
+184,490
TILE icon
1919
Interface
TILE
$1.51B
$3.08M ﹤0.01%
147,331
-26,909
MBC icon
1920
MasterBrand
MBC
$1.29B
$3.08M ﹤0.01%
281,883
+87,391
QNST icon
1921
QuinStreet
QNST
$786M
$3.08M ﹤0.01%
191,122
+58,718
KRNY icon
1922
Kearny Financial
KRNY
$407M
$3.07M ﹤0.01%
476,021
+49,707
DLX icon
1923
Deluxe
DLX
$910M
$3.07M ﹤0.01%
192,665
+30,675
OBK icon
1924
Origin Bancorp
OBK
$1.08B
$3.06M ﹤0.01%
85,693
+23,865
TFIN icon
1925
Triumph Financial Inc
TFIN
$1.25B
$3.06M ﹤0.01%
55,560
+16,964