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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.51B
2 +$577M
3 +$523M
4
BHC icon
Bausch Health
BHC
+$335M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$312M

Top Sells

1 +$403M
2 +$244M
3 +$193M
4
SO icon
Southern Company
SO
+$162M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.13%
3 Technology 8.31%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$223K ﹤0.01%
7,649
-16,793
2477
$223K ﹤0.01%
8,945
-2,559
2478
$222K ﹤0.01%
7,924
-21,879
2479
$222K ﹤0.01%
+11,098
2480
$222K ﹤0.01%
11,728
+904
2481
$221K ﹤0.01%
3,566
-7,433
2482
$220K ﹤0.01%
7,787
-8,389
2483
$220K ﹤0.01%
24,322
+4,920
2484
$220K ﹤0.01%
4,876
+1,042
2485
$220K ﹤0.01%
27,481
+9,890
2486
$219K ﹤0.01%
3,771
-26,201
2487
$219K ﹤0.01%
14,598
+9,571
2488
$219K ﹤0.01%
12,170
-10,613
2489
$218K ﹤0.01%
15,513
-39,374
2490
$218K ﹤0.01%
2,009
-4,366
2491
$217K ﹤0.01%
6,991
-565
2492
$217K ﹤0.01%
9,440
+3,914
2493
$217K ﹤0.01%
8,653
+1,969
2494
$216K ﹤0.01%
16,608
+3,704
2495
$215K ﹤0.01%
5,351
-10,889
2496
$215K ﹤0.01%
9,761
+5,052
2497
$215K ﹤0.01%
7,672
-24,183
2498
$214K ﹤0.01%
5,963
+450
2499
$214K ﹤0.01%
12,608
+5,043
2500
$213K ﹤0.01%
13,223
-24,280