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BARCLAYS PLC

Q1 2026 · Filed 2026-05-15
Market Value
$277.3B
+12.7%
Holdings
4,126
-503
New Purchases
219
Added To
979
Closed
190
Reduced
2,619
Top 10 Concentration
37.5%
Turnover
9.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EEM 14.84% 0.04% +14.80% $41.1B
WMT 0.74% 0.32% +0.42% $2.1B
AZN 0.39% 0.00% +0.39% $1.1B
VOO 0.27% 0.01% +0.26% $752M
TMUS 0.50% 0.26% +0.24% $1.4B
JNJ 0.60% 0.37% +0.22% $1.7B
CAT 0.45% 0.27% +0.18% $1.2B
MASI 0.18% 0.00% +0.17% $488M
SPY 1.53% 1.37% +0.16% $4.2B
COP 0.28% 0.12% +0.16% $777M
GLD 0.31% 0.15% +0.15% $848M
MCK 0.22% 0.09% +0.13% $617M
MRK 0.33% 0.20% +0.12% $909M
XOM 0.44% 0.33% +0.12% $1.2B
PPL 0.18% 0.07% +0.12% $511M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.33% 4.74% -1.41% $9.2B
TSLA 1.41% 2.48% -1.07% $3.9B
AMZN 2.33% 3.27% -0.94% $6.5B
GOOGL 2.12% 2.83% -0.71% $5.9B
AVGO 1.82% 2.46% -0.64% $5.0B
META 1.57% 2.14% -0.57% $4.4B
AAPL 3.32% 3.84% -0.52% $9.2B
PLTR 0.45% 0.88% -0.44% $1.2B
V 0.93% 1.32% -0.40% $2.6B
BRK-B 1.07% 1.42% -0.35% $3.0B
NFLX 0.58% 0.88% -0.30% $1.6B
GPN 0.02% 0.29% -0.27% $58M
AMD 0.84% 1.11% -0.27% $2.3B
XEL 0.04% 0.30% -0.26% $110M
ISRG 0.26% 0.51% -0.25% $734M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $125.8B 45.4%
Large Cap 936 $139.2B 50.2%
Mid Cap 1,128 $10.2B 3.7%
Small Cap 1,273 $1.9B 0.7%
Micro Cap 709 $133M 0.0%

Portfolio Analytics

Avg Market Cap
$26.8B
Median Market Cap
$2.2B
Avg P/E
32.2
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,704
# ETFs / Funds
422

Top Holdings (4,126 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EEM 14.84% 724,315,551 $41.1B $56.79 $41.0B +722,708,342 +44966.7%
2 NVDA 5.22% 83,050,662 $14.5B $174.40 $1.4B +13,039,457 +18.6%
3 MSFT 3.33% 24,964,429 $9.2B $370.17 -$2.4B +851,259 +3.5%
4 AAPL 3.32% 36,270,766 $9.2B $253.79 -$248M +1,499,981 +4.3%
5 AMZN 2.33% 31,000,069 $6.5B $208.27 -$1.6B -3,830,701 -11.0%
6 GOOGL 2.12% 20,476,578 $5.9B $287.56 -$1.1B -1,770,686 -8.0%
7 AVGO 1.82% 16,274,836 $5.0B $309.51 -$1.0B -1,176,480 -6.7%
8 META 1.57% 7,630,294 $4.4B $572.13 -$903M -351,840 -4.4%
9 SPY 1.53% 6,532,151 $4.2B $650.34 $881M +1,594,175 +32.3%
10 TSLA 1.41% 10,505,233 $3.9B $371.75 -$2.2B -3,063,323 -22.6%
11 GOOG 1.40% 13,485,774 $3.9B $286.86 -$101M +837,110 +6.6%
12 JPM 1.32% 12,411,127 $3.7B $294.16 $509M +2,661,354 +27.3%
13 BRK-B 1.07% 6,181,244 $3.0B $479.20 -$528M -762,196 -11.0%
14 MU 0.95% 7,774,892 $2.6B $337.84 $150M -901,596 -10.4%
15 V 0.93% 8,505,889 $2.6B $302.24 -$685M -776,588 -8.4%
16 AMD 0.84% 11,465,537 $2.3B $203.43 -$400M -1,293,039 -10.1%
17 WMT 0.74% 16,599,102 $2.1B $124.28 $1.3B +9,534,948 +135.0%
18 JNJ 0.60% 6,786,107 $1.7B $244.44 $737M +2,330,946 +52.3%
19 NFLX 0.58% 16,809,651 $1.6B $96.15 -$547M -6,258,090 -27.1%
20 AMAT 0.53% 4,339,735 $1.5B $341.79 $185M -712,592 -14.1%
21 LLY 0.52% 1,563,625 $1.4B $919.77 -$70M +159,958 +11.4%
22 BAC 0.50% 28,705,101 $1.4B $48.75 $233M +7,495,573 +35.3%
23 TMUS 0.50% 6,610,449 $1.4B $210.03 $754M +3,488,190 +111.7%
24 INTC 0.50% 31,364,093 $1.4B $44.13 $263M +980,011 +3.2%
25 AEP 0.49% 10,367,590 $1.4B $131.08 $134M -259,251 -2.4%
26 MA 0.47% 2,587,418 $1.3B $499.66 -$311M -221,288 -7.9%
27 TSM 0.46% 3,794,287 $1.3B $337.95 $333M +670,531 +21.5%
28 CAT 0.45% 1,747,581 $1.2B $708.46 $581M +599,751 +52.2%
29 PLTR 0.45% 8,456,497 $1.2B $146.28 -$937M -3,776,077 -30.9%
30 XOM 0.44% 7,215,980 $1.2B $169.66 $423M +555,873 +8.3%
31 ABBV 0.44% 5,571,610 $1.2B $217.49 $106M +731,465 +15.1%
32 LRCX 0.44% 5,665,732 $1.2B $213.66 $16M -1,312,219 -18.8%
33 ORCL 0.43% 8,131,987 $1.2B $147.11 -$37M +1,802,503 +28.5%
34 IWM 0.42% 4,676,775 $1.2B $248.00 $290M +1,143,326 +32.4%
35 HON 0.42% 5,107,552 $1.2B $226.03 -$10M -862,321 -14.4%
36 GS 0.40% 1,314,773 $1.1B $845.99 -$186M -162,172 -11.0%
37 AZN 0.39% 5,491,992 $1.1B $197.22 +5,491,992 NEW
38 COST 0.38% 1,067,012 $1.1B $996.43 -$166M -358,250 -25.1%
39 QCOM 0.35% 7,483,790 $964M $128.78 -$13M +1,771,121 +31.0%
40 LIN 0.34% 1,906,650 $945M $495.76 $54M -184,343 -8.8%
41 ADI 0.34% 2,935,203 $934M $318.14 -$68M -758,727 -20.5%
42 MRK 0.33% 7,557,518 $909M $120.29 $407M +2,783,832 +58.3%
43 TMO 0.33% 1,844,083 $906M $491.53 -$61M +174,349 +10.4%
44 VLO 0.32% 3,561,387 $880M $247.08 $272M -175,663 -4.7%
45 MS 0.31% 5,213,854 $858M $164.57 $219M +1,615,455 +44.9%
46 GLD 0.31% 1,970,473 $848M $430.29 $474M +1,026,602 +108.8%
47 CSCO 0.31% 10,917,805 $847M $77.59 -$264M -3,500,711 -24.3%
48 KO 0.29% 10,739,550 $817M $76.05 $342M +3,947,323 +58.1%
49 HD 0.29% 2,481,540 $816M $328.89 -$340M -877,413 -26.1%
50 KLAC 0.29% 553,215 $815M $1,472.41 -$19M -133,003 -19.4%
51 COP 0.28% 5,887,582 $777M $132.00 $481M +2,718,787 +85.8%
52 PEP 0.28% 4,995,316 $776M $155.29 $230M +1,192,765 +31.4%
53 UNH 0.27% 2,817,725 $762M $270.59 -$319M -456,917 -13.9%
54 PM 0.27% 4,607,041 $762M $165.34 $173M +934,126 +25.4%
55 WBD 0.27% 27,580,875 $757M $27.46 $350M +13,462,847 +95.4%
56 VOO 0.27% 1,258,559 $752M $597.55 $717M +1,203,112 +2169.8%
57 CVX 0.27% 3,622,624 $750M $206.90 $293M +625,088 +20.9%
58 TXN 0.27% 3,843,468 $746M $194.14 -$149M -1,317,290 -25.5%
59 GILD 0.27% 5,282,196 $736M $139.37 -$383M -3,833,287 -42.0%
60 ISRG 0.26% 1,592,310 $734M $460.99 -$532M -642,570 -28.8%
61 AXP 0.25% 2,321,698 $702M $302.48 -$37M +322,097 +16.1%
62 MCD 0.25% 2,254,342 $701M $310.79 -$285M -970,838 -30.1%
63 NOW 0.25% 6,666,504 $697M $104.55 -$116M +1,356,786 +25.6%
64 INTU 0.25% 1,606,315 $695M $432.38 -$330M +59,408 +3.8%
65 PG 0.25% 4,787,039 $691M $144.44 $131M +873,673 +22.3%
66 GE 0.25% 2,414,649 $685M $283.77 -$143M -273,367 -10.2%
67 GEV 0.23% 733,132 $640M $872.90 $324M +249,403 +51.6%
68 APH 0.23% 5,027,734 $635M $126.35 -$55M -79,017 -1.6%
69 MCHP 0.23% 9,807,670 $634M $64.61 -$258M -4,189,213 -29.9%
70 WM 0.23% 2,723,198 $626M $229.79 $179M +691,684 +34.0%
71 MCK 0.22% 712,800 $617M $865.36 $391M +437,711 +159.1%
72 CRM 0.22% 3,293,293 $615M $186.67 -$184M +278,795 +9.2%
73 PANW 0.22% 3,819,286 $612M $160.32 -$142M -276,696 -6.8%
74 WFC 0.22% 7,679,353 $611M $79.61 -$99M +54,264 +0.7%
75 MPWR 0.22% 555,808 $608M $1,093.35 $60M -48,994 -8.1%
76 HCA 0.21% 1,248,315 $591M $473.24 -$27M -73,896 -5.6%
77 CRH.L 0.21% 5,561,189 $585M $105.12 -$132M -184,373 -3.2%
78 COF 0.21% 3,140,379 $573M $182.43 $184M +1,535,629 +95.7%
79 IBM 0.20% 2,341,254 $567M $242.39 -$252M -425,594 -15.4%
80 RTX 0.20% 2,909,292 $561M $192.90 $15M -66,839 -2.2%
81 PGR 0.20% 2,828,624 $561M $198.24 $134M +952,947 +50.8%
82 MRVL 0.20% 5,491,657 $544M $99.05 $109M +373,231 +7.3%
83 ADBE 0.19% 2,217,574 $539M $243.08 -$304M -190,086 -7.9%
84 AMGN 0.19% 1,529,613 $538M $351.85 -$90M -390,882 -20.4%
85 C 0.19% 4,705,855 $534M $113.41 $19M +293,584 +6.7%
86 BKNG 0.19% 126,294 $532M $4,210.32 -$52M +17,355 +15.9%
87 SNPS 0.19% 1,316,661 $522M $396.48 $112M +444,111 +50.9%
88 BLK 0.19% 540,701 $520M $961.71 $117M +164,044 +43.5%
89 SU 0.19% 7,832,170 $518M $66.11 $167M -70,278 -0.9%
90 PPL 0.18% 13,385,498 $511M $38.20 $341M +8,510,763 +174.6%
91 VZ 0.18% 10,044,871 $504M $50.20 $54M -1,009,674 -9.1%
92 ADP 0.18% 2,423,330 $492M $203.18 -$81M +193,289 +8.7%
93 MASI 0.18% 2,743,985 $488M $177.87 $480M +2,685,627 +4602.0%
94 PH 0.17% 541,342 $485M $895.24 -$90M -112,934 -17.3%
95 SHW 0.17% 1,429,270 $458M $320.55 -$42M -115,422 -7.5%
96 LMT 0.16% 756,093 $457M $604.39 $272M +372,738 +97.2%
97 QQQ 0.16% 788,975 $455M $577.18 -$277M -403,420 -33.8%
98 NWSA 0.16% 18,169,442 $453M $24.93 $212M +8,943,304 +96.9%
99 T 0.16% 15,330,679 $444M $28.99 $65M +52,534 +0.3%
100 HYG 0.16% 5,537,910 $441M $79.56 $17M +289,954 +5.5%

Options Breakdown

527 Calls $61.1B Call Value 476 Puts $75.3B Put Value 1.23 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSFT 62,300,800 $23.1B
QQQ 15,132,800 $8.7B
SPY 5,201,500 $3.4B
IWM 11,475,100 $2.8B
RSP 10,017,500 $1.9B
AMZN 7,864,100 $1.6B
META 2,327,900 $1.3B
NVDA 5,827,900 $1.0B
GOOGL 3,431,500 $987M
TLT 10,326,900 $895M

Top Puts

SymbolSharesValueStatus
SPY 38,701,500 $25.2B
IWM 30,980,000 $7.7B
QQQ 12,904,100 $7.4B
HYG 42,186,200 $3.4B
RSP 8,814,300 $1.7B
NVDA 9,331,200 $1.6B
META 2,459,300 $1.4B
MSFT 3,452,900 $1.3B
TLT 13,000,700 $1.1B
GOOGL 3,820,500 $1.1B

New Positions

SymbolValue% Port
AZN $1.1B 0.39%
SUNB $99M 0.04%
INDV $53M 0.02%
PIPR $22M 0.01%
ITA $16M 0.01%
SAP $15M 0.01%
VGK $10M —%
WPP $7M —%
URTH $6M —%
AXIA $5M —%
RAAR $5M —%
CLOZ $5M —%
NTSK $4M —%
ING $4M —%
SGOV $4M —%

Sold Out Positions

SymbolValue% Port
ARCO —%
CAPL —%
TSLX —%
CX —%
BBUC —%
BCS —%
SHG —%
KNOP —%
GPRK —%
SOMN —%
TEI —%
GCTS —%
NRP —%
MUFG —%
PNFP —%
View SEC EDGAR Filings for BARCLAYS PLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms