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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$647K ﹤0.01%
5,458
-29,286
2527
$646K ﹤0.01%
21,279
+1,330
2528
$646K ﹤0.01%
5,848
-6,269
2529
$646K ﹤0.01%
+29,319
2530
$646K ﹤0.01%
+32,985
2531
$645K ﹤0.01%
20,045
-10,158
2532
$640K ﹤0.01%
16,052
-11,538
2533
$640K ﹤0.01%
+405,000
2534
$639K ﹤0.01%
+43,253
2535
$639K ﹤0.01%
3,329
-2,309
2536
$637K ﹤0.01%
13,326
-69,895
2537
$636K ﹤0.01%
353,270
+318,059
2538
$636K ﹤0.01%
12,512
-7,827
2539
$634K ﹤0.01%
8,404
-91,511
2540
$634K ﹤0.01%
12,721
-11,666
2541
$634K ﹤0.01%
+63,700
2542
$632K ﹤0.01%
31,083
-16,375
2543
$631K ﹤0.01%
22,663
-150,571
2544
$630K ﹤0.01%
+28,933
2545
$630K ﹤0.01%
22,294
-17,441
2546
$629K ﹤0.01%
8,126
-45,774
2547
$628K ﹤0.01%
40,820
-53,391
2548
$628K ﹤0.01%
29,067
-18,104
2549
$625K ﹤0.01%
+51,310
2550
$624K ﹤0.01%
+34,092