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
$37.5B
AUM Growth
-$5.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,456
New
Increased
Reduced
Closed

Top Buys

1 +$1.3B
2 +$312M
3 +$300M
4
DD icon
DuPont de Nemours
DD
+$255M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$228M

Top Sells

1 +$782M
2 +$270M
3 +$186M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$164M
5
DHR icon
Danaher
DHR
+$148M

Sector Composition

1 Healthcare 10.73%
2 Technology 8.74%
3 Financials 7.3%
4 Energy 7.22%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$42K ﹤0.01%
10,575
+1,873
2552
$42K ﹤0.01%
3,494
-6,096
2553
$42K ﹤0.01%
14,230
-44,156
2554
$41K ﹤0.01%
1,438
-522
2555
$41K ﹤0.01%
8,058
-623
2556
$41K ﹤0.01%
758
+533
2557
$41K ﹤0.01%
1,800
-600
2558
$41K ﹤0.01%
870
-2,673
2559
$41K ﹤0.01%
1,506
+1,118
2560
$41K ﹤0.01%
1,364
-54,481
2561
$41K ﹤0.01%
1,457
-5,561
2562
$40K ﹤0.01%
3,504
+2,308
2563
$40K ﹤0.01%
1,106
-461
2564
$40K ﹤0.01%
395
2565
$39K ﹤0.01%
2,190
+412
2566
$39K ﹤0.01%
1,080
2567
$39K ﹤0.01%
1,370
-856
2568
$39K ﹤0.01%
8,210
-4,945
2569
$39K ﹤0.01%
1,065
+511
2570
$39K ﹤0.01%
1,979
-1,897
2571
$39K ﹤0.01%
1,009
+387
2572
$39K ﹤0.01%
1,314
-945
2573
$39K ﹤0.01%
+2,037
2574
$38K ﹤0.01%
1,271
+565
2575
$38K ﹤0.01%
1,360
-1,128