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
LQDA icon
2026
Liquidia Corp
LQDA
$2.81B
$2.45M ﹤0.01%
107,866
-48,494
LIF
2027
Life360
LIF
$6.19B
$2.45M ﹤0.01%
23,063
-40,658
SKWD icon
2028
Skyward Specialty Insurance
SKWD
$2B
$2.45M ﹤0.01%
51,504
-19,906
DAWN icon
2029
Day One Biopharmaceuticals
DAWN
$968M
$2.45M ﹤0.01%
347,185
-924
PCT icon
2030
PureCycle Technologies
PCT
$1.51B
$2.45M ﹤0.01%
185,945
-68,736
IMNM icon
2031
Immunome
IMNM
$1.68B
$2.44M ﹤0.01%
208,513
-21,360
CRGY icon
2032
Crescent Energy
CRGY
$2.34B
$2.44M ﹤0.01%
273,656
-74,786
MDXG icon
2033
MiMedx Group
MDXG
$1.03B
$2.44M ﹤0.01%
349,058
-58,663
LTC
2034
LTC Properties
LTC
$1.74B
$2.44M ﹤0.01%
66,099
-20,818
HLIT icon
2035
Harmonic Inc
HLIT
$1.06B
$2.43M ﹤0.01%
239,009
+25,206
SPHR icon
2036
Sphere Entertainment
SPHR
$2.89B
$2.43M ﹤0.01%
39,164
-730,301
SCL icon
2037
Stepan Co
SCL
$1.03B
$2.43M ﹤0.01%
50,936
-3,411
ENR icon
2038
Energizer
ENR
$1.2B
$2.43M ﹤0.01%
97,506
-49,846
ACVA icon
2039
ACV Auctions
ACVA
$1.31B
$2.43M ﹤0.01%
244,885
-82,064
UHAL.B icon
2040
U-Haul Holding Co Series N
UHAL.B
$8.97B
$2.42M ﹤0.01%
47,638
-17,099
HLN icon
2041
Haleon
HLN
$43.7B
$2.42M ﹤0.01%
+270,000
CRAI icon
2042
CRA International
CRAI
$1.16B
$2.42M ﹤0.01%
11,585
-3,525
RLAY icon
2043
Relay Therapeutics
RLAY
$1.4B
$2.41M ﹤0.01%
461,879
-94,643
RCUS icon
2044
Arcus Biosciences
RCUS
$3B
$2.41M ﹤0.01%
177,080
-69,590
YETI icon
2045
Yeti Holdings
YETI
$3.21B
$2.41M ﹤0.01%
72,518
+31,984
LKFN icon
2046
Lakeland Financial Corp
LKFN
$1.51B
$2.4M ﹤0.01%
37,420
-22,285
UMH
2047
UMH Properties
UMH
$1.29B
$2.4M ﹤0.01%
161,759
-24,086
AVBP icon
2048
ArriVent BioPharma
AVBP
$940M
$2.4M ﹤0.01%
129,935
+12,723
HOUS icon
2049
Anywhere Real Estate
HOUS
$1.61B
$2.39M ﹤0.01%
225,562
-32,962
JJSF icon
2050
J&J Snack Foods
JJSF
$1.77B
$2.38M ﹤0.01%
24,717
-5,998