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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADSK icon
176
Autodesk
ADSK
$62.7B
$282M 0.06%
886,730
-117,165
DE icon
177
Deere & Co
DE
$135B
$280M 0.06%
612,522
-6,214
IBIT icon
178
iShares Bitcoin Trust
IBIT
$68.4B
$280M 0.06%
4,307,141
+117,083
VOO icon
179
Vanguard S&P 500 ETF
VOO
$792B
$272M 0.06%
443,565
-26,829
ZTS icon
180
Zoetis
ZTS
$56.4B
$269M 0.06%
1,836,662
+382,730
PPL icon
181
PPL Corp
PPL
$26.9B
$267M 0.06%
7,193,537
+3,849,365
NKE icon
182
Nike
NKE
$94.1B
$265M 0.06%
3,803,338
-1,910,653
PNC icon
183
PNC Financial Services
PNC
$75.5B
$265M 0.06%
1,317,867
+174,157
MMM icon
184
3M
MMM
$91.1B
$264M 0.06%
1,700,245
-45,935
SHOP icon
185
Shopify
SHOP
$205B
$263M 0.06%
1,769,734
+161,246
FER icon
186
Ferrovial SE
FER
$46.9B
$262M 0.06%
4,463,767
+325,912
EEM icon
187
iShares MSCI Emerging Markets ETF
EEM
$20.5B
$261M 0.06%
4,886,846
+1,604,131
MAR icon
188
Marriott International
MAR
$81.6B
$259M 0.06%
994,484
-57,111
KRE icon
189
State Street SPDR S&P Regional Banking ETF
KRE
$2.9B
$259M 0.06%
4,085,082
+3,913,043
BK icon
190
Bank of New York Mellon
BK
$76.1B
$258M 0.06%
2,372,430
+31,643
PSKY
191
Paramount Skydance Corp
PSKY
$17.3B
$258M 0.06%
+13,646,704
RACE icon
192
Ferrari
RACE
$68.3B
$254M 0.06%
522,932
-149,492
ETSY icon
193
Etsy
ETSY
$5.33B
$252M 0.05%
3,789,847
-84,487
AJG icon
194
Arthur J. Gallagher & Co
AJG
$64.3B
$251M 0.05%
811,244
+33,333
UNP icon
195
Union Pacific
UNP
$136B
$251M 0.05%
1,060,599
-150,447
CAH icon
196
Cardinal Health
CAH
$50.8B
$249M 0.05%
1,584,214
+827,446
CSX icon
197
CSX Corp
CSX
$65B
$245M 0.05%
6,909,619
-227,524
PCAR icon
198
PACCAR
PCAR
$55.1B
$245M 0.05%
2,492,633
+306,043
CP icon
199
Canadian Pacific Kansas City
CP
$64.4B
$242M 0.05%
3,247,190
+75,798
XLK icon
200
Technology Select Sector SPDR Fund
XLK
$91.5B
$241M 0.05%
855,415
+277,180