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
BHF icon
2101
Brighthouse Financial
BHF
$3.76B
$2.32M ﹤0.01%
43,078
-177,580
TD icon
2102
Toronto Dominion Bank
TD
$139B
$2.31M ﹤0.01%
31,508
+14,987
UVSP icon
2103
Univest Financial
UVSP
$876M
$2.31M ﹤0.01%
76,989
+20,480
UVE icon
2104
Universal Insurance Holdings
UVE
$965M
$2.31M ﹤0.01%
83,171
+17,648
WULF icon
2105
TeraWulf
WULF
$4.6B
$2.31M ﹤0.01%
526,727
+52,811
AORT icon
2106
Artivion
AORT
$2.17B
$2.31M ﹤0.01%
74,136
+22,830
COGT icon
2107
Cogent Biosciences
COGT
$5.15B
$2.3M ﹤0.01%
320,565
+145,647
DOLE icon
2108
Dole
DOLE
$1.33B
$2.3M ﹤0.01%
164,178
+56,924
AMBP icon
2109
Ardagh Metal Packaging
AMBP
$2.15B
$2.29M ﹤0.01%
535,229
+164,664
DKL icon
2110
Delek Logistics
DKL
$2.43B
$2.29M ﹤0.01%
53,347
SBSW icon
2111
Sibanye-Stillwater
SBSW
$7.86B
$2.29M ﹤0.01%
316,865
+236,865
BAM icon
2112
Brookfield Asset Management
BAM
$83B
$2.29M ﹤0.01%
41,366
-1,371
WMK icon
2113
Weis Markets
WMK
$1.65B
$2.29M ﹤0.01%
31,497
+10,083
HTBK icon
2114
Heritage Commerce
HTBK
$648M
$2.27M ﹤0.01%
229,074
+41,001
CCBG icon
2115
Capital City Bank Group
CCBG
$697M
$2.27M ﹤0.01%
57,741
+11,015
DAWN icon
2116
Day One Biopharmaceuticals
DAWN
$904M
$2.26M ﹤0.01%
348,109
+192,900
CNNE icon
2117
Cannae Holdings
CNNE
$802M
$2.26M ﹤0.01%
108,503
+31,222
FHI icon
2118
Federated Hermes
FHI
$3.81B
$2.26M ﹤0.01%
50,895
-5,233
MSGS icon
2119
Madison Square Garden
MSGS
$5.2B
$2.25M ﹤0.01%
10,767
-4,455
GSM icon
2120
FerroAtlántica
GSM
$719M
$2.25M ﹤0.01%
612,015
-536,482
CLBT icon
2121
Cellebrite
CLBT
$4.51B
$2.24M ﹤0.01%
140,037
-13,987
CSTL icon
2122
Castle Biosciences
CSTL
$976M
$2.24M ﹤0.01%
109,743
+66,928
EFC
2123
Ellington Financial
EFC
$1.47B
$2.24M ﹤0.01%
172,413
+61,212
ORLA
2124
Orla Mining
ORLA
$4.13B
$2.24M ﹤0.01%
223,284
-29,070
CLOV icon
2125
Clover Health Investments
CLOV
$1.28B
$2.23M ﹤0.01%
800,674
+354,520