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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

Sector Composition

1 Technology 24.09%
2 Healthcare 14.19%
3 Financials 12.53%
4 Consumer Discretionary 10.33%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$527K ﹤0.01%
15,215
+8,932
2477
$527K ﹤0.01%
24,202
-9,710
2478
$526K ﹤0.01%
15,704
+6,619
2479
$526K ﹤0.01%
55,893
-156,231
2480
$524K ﹤0.01%
5,564
+2,596
2481
$524K ﹤0.01%
27,603
+14,254
2482
$523K ﹤0.01%
61,311
+15,501
2483
$522K ﹤0.01%
23,083
-11,058
2484
$522K ﹤0.01%
52,033
-22,991
2485
$521K ﹤0.01%
36,229
+1,284
2486
$520K ﹤0.01%
15,339
-4,854
2487
$520K ﹤0.01%
11,352
+531
2488
$520K ﹤0.01%
37,648
+31,572
2489
$516K ﹤0.01%
40,023
+18,292
2490
$516K ﹤0.01%
14,292
-4,174
2491
$515K ﹤0.01%
8,227
+1,371
2492
$515K ﹤0.01%
34,444
+26,622
2493
$515K ﹤0.01%
22,376
+8,665
2494
$515K ﹤0.01%
37,043
+9,864
2495
$514K ﹤0.01%
19,278
+2,507
2496
$512K ﹤0.01%
26,515
+20,919
2497
$511K ﹤0.01%
44,552
+12,610
2498
$511K ﹤0.01%
80,325
+8,994
2499
$511K ﹤0.01%
50,648
2500
$507K ﹤0.01%
6,248
+2,811