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
2501
$213K ﹤0.01%
3,182
-14,456
2502
$212K ﹤0.01%
7,524
-31,068
2503
$212K ﹤0.01%
23,734
-15,000
2504
$212K ﹤0.01%
5,045
+737
2505
$212K ﹤0.01%
9,212
-355
2506
$212K ﹤0.01%
19,239
2507
$212K ﹤0.01%
11,770
+3,058
2508
$212K ﹤0.01%
35,275
+3,521
2509
$211K ﹤0.01%
4,678
-1,980
2510
$211K ﹤0.01%
14,040
+2,443
2511
$210K ﹤0.01%
41,974
+13,734
2512
$210K ﹤0.01%
752
-1,705
2513
$210K ﹤0.01%
3,757
-4,910
2514
$209K ﹤0.01%
5,239
+3,150
2515
$209K ﹤0.01%
5,200
2516
$209K ﹤0.01%
16,052
-6,289
2517
$208K ﹤0.01%
3,842
-3,324
2518
$208K ﹤0.01%
15,973
-963
2519
$208K ﹤0.01%
+15,981
2520
$207K ﹤0.01%
10,440
2521
$207K ﹤0.01%
11,462
+3,522
2522
$207K ﹤0.01%
4,404
-10,778
2523
$206K ﹤0.01%
7,636
+300
2524
$206K ﹤0.01%
3,110
-3,690
2525
$206K ﹤0.01%
9,799
-241,493