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
UTL icon
2226
Unitil
UTL
$860M
$1.92M ﹤0.01%
36,852
+12,011
INDI icon
2227
indie Semiconductor
INDI
$780M
$1.92M ﹤0.01%
539,564
+288,089
MPW icon
2228
Medical Properties Trust
MPW
$2.98B
$1.91M ﹤0.01%
443,679
+125,734
KALV icon
2229
KalVista Pharmaceuticals
KALV
$688M
$1.91M ﹤0.01%
168,923
+113,696
BRRWW
2230
Columbus Circle Capital Corp I Warrant
BRRWW
$11.7M
$1.91M ﹤0.01%
+1,149,900
CNXN icon
2231
PC Connection
CNXN
$1.49B
$1.91M ﹤0.01%
28,997
+6,530
APOG icon
2232
Apogee Enterprises
APOG
$719M
$1.9M ﹤0.01%
46,838
+12,230
KIE icon
2233
State Street SPDR S&P Insurance ETF
KIE
$765M
$1.9M ﹤0.01%
31,827
+27,230
XP icon
2234
XP
XP
$9.83B
$1.9M ﹤0.01%
93,908
-1,854
HG icon
2235
Hamilton Insurance Group
HG
$2.57B
$1.9M ﹤0.01%
87,735
+35,008
NAVI icon
2236
Navient
NAVI
$1.18B
$1.89M ﹤0.01%
134,002
-9,897
CENX icon
2237
Century Aluminum
CENX
$2.69B
$1.89M ﹤0.01%
104,765
+10,312
AMPH icon
2238
Amphastar Pharmaceuticals
AMPH
$1.2B
$1.89M ﹤0.01%
82,087
+15,135
CPF icon
2239
Central Pacific Financial
CPF
$791M
$1.88M ﹤0.01%
67,024
+20,588
HTGC icon
2240
Hercules Capital
HTGC
$3.19B
$1.87M ﹤0.01%
102,522
+30,820
RC
2241
Ready Capital
RC
$430M
$1.87M ﹤0.01%
427,796
-6,354
DV icon
2242
DoubleVerify
DV
$1.68B
$1.87M ﹤0.01%
124,614
+26,787
HFWA icon
2243
Heritage Financial
HFWA
$755M
$1.86M ﹤0.01%
78,042
+15,204
SQQQ icon
2244
ProShares UltraPro Short QQQ
SQQQ
$1.92B
$1.86M ﹤0.01%
+95,080
CXM icon
2245
Sprinklr
CXM
$1.78B
$1.86M ﹤0.01%
219,711
+66,451
SBSI icon
2246
Southside Bancshares
SBSI
$867M
$1.86M ﹤0.01%
63,051
+18,426
PRLB icon
2247
Protolabs
PRLB
$1.15B
$1.85M ﹤0.01%
46,311
+14,726
RWT
2248
Redwood Trust
RWT
$652M
$1.85M ﹤0.01%
312,673
+146,203
BDN
2249
Brandywine Realty Trust
BDN
$606M
$1.85M ﹤0.01%
430,092
+108,321
MSEX icon
2250
Middlesex Water
MSEX
$963M
$1.84M ﹤0.01%
34,049
+11,024