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
2601
$180K ﹤0.01%
4,096
+350
2602
$179K ﹤0.01%
16,282
+6,684
2603
$179K ﹤0.01%
44,807
+21,687
2604
$179K ﹤0.01%
10,516
+6,115
2605
$179K ﹤0.01%
212
+206
2606
$179K ﹤0.01%
5,600
+549
2607
$178K ﹤0.01%
7,086
+457
2608
$178K ﹤0.01%
20,058
-4,677
2609
$177K ﹤0.01%
1,650
-2,649
2610
$177K ﹤0.01%
7
-5
2611
$177K ﹤0.01%
19,674
+4,232
2612
$176K ﹤0.01%
3,531
+527
2613
$176K ﹤0.01%
14,643
+7,627
2614
$175K ﹤0.01%
7,264
-2,677
2615
$175K ﹤0.01%
7,558
+6,388
2616
$175K ﹤0.01%
6,296
-9,698
2617
$174K ﹤0.01%
10,881
-9,706
2618
$173K ﹤0.01%
8,846
-27,020
2619
$173K ﹤0.01%
2,176
-1,799
2620
$173K ﹤0.01%
4,802
-16,533
2621
$173K ﹤0.01%
7,519
-16,716
2622
$173K ﹤0.01%
9,658
+9,340
2623
$172K ﹤0.01%
10,726
-73
2624
$172K ﹤0.01%
5,767
-1,156
2625
$171K ﹤0.01%
7,547
+6,991