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
CIGI icon
1976
Colliers International
CIGI
$7.47B
$2.81M ﹤0.01%
21,561
+5,036
PDBC icon
1977
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
$2.81M ﹤0.01%
215,900
+192,900
FLYW icon
1978
Flywire
FLYW
$1.7B
$2.81M ﹤0.01%
240,221
-49,128
PPTA
1979
Perpetua Resources
PPTA
$2.63B
$2.81M ﹤0.01%
231,648
-941
PSLV icon
1980
Sprott Physical Silver Trust
PSLV
$9.72B
$2.81M ﹤0.01%
229,639
+180,483
VNOM icon
1981
Viper Energy
VNOM
$6.4B
$2.8M ﹤0.01%
73,385
+11,758
NEXT icon
1982
NextDecade
NEXT
$1.6B
$2.8M ﹤0.01%
313,865
-273,423
JBGS
1983
JBG SMITH
JBGS
$1.06B
$2.79M ﹤0.01%
161,258
+54,749
INVA icon
1984
Innoviva
INVA
$1.66B
$2.79M ﹤0.01%
138,681
+55,333
MP icon
1985
MP Materials
MP
$10.4B
$2.78M ﹤0.01%
83,515
-78,530
PFBC icon
1986
Preferred Bank
PFBC
$1.11B
$2.78M ﹤0.01%
32,114
+11,706
FCN icon
1987
FTI Consulting
FCN
$5.09B
$2.78M ﹤0.01%
17,186
-8,061
AVT icon
1988
Avnet
AVT
$3.78B
$2.76M ﹤0.01%
52,075
-49,417
SHC icon
1989
Sotera Health
SHC
$4.44B
$2.76M ﹤0.01%
248,308
+148,431
PRKS icon
1990
United Parks & Resorts
PRKS
$1.74B
$2.76M ﹤0.01%
58,414
+12,125
JBIO
1991
Jade Biosciences
JBIO
$492M
$2.75M ﹤0.01%
274,830
+274,413
AMKR icon
1992
Amkor Technology
AMKR
$7.83B
$2.74M ﹤0.01%
130,679
-318,668
TPB icon
1993
Turning Point Brands
TPB
$1.93B
$2.74M ﹤0.01%
36,156
+14,047
ZIP icon
1994
ZipRecruiter
ZIP
$361M
$2.74M ﹤0.01%
546,525
+145,564
TNC icon
1995
Tennant Co
TNC
$1.31B
$2.74M ﹤0.01%
35,316
+2,650
KALU icon
1996
Kaiser Aluminum
KALU
$1.48B
$2.73M ﹤0.01%
34,197
+13,166
BLBD icon
1997
Blue Bird Corp
BLBD
$1.62B
$2.72M ﹤0.01%
62,989
+19,864
LFUS icon
1998
Littelfuse
LFUS
$5.99B
$2.72M ﹤0.01%
11,987
-2,117
HCI icon
1999
HCI Group
HCI
$2.33B
$2.72M ﹤0.01%
17,843
+6,614
PSFE icon
2000
Paysafe
PSFE
$401M
$2.72M ﹤0.01%
215,136
+88,228