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
2601
$585K ﹤0.01%
+58,646
2602
$585K ﹤0.01%
25,615
-17,353
2603
$584K ﹤0.01%
+41,664
2604
$583K ﹤0.01%
16,473
+73
2605
$583K ﹤0.01%
+58,890
2606
$581K ﹤0.01%
21,660
-12,177
2607
$580K ﹤0.01%
38,131
-62,629
2608
$580K ﹤0.01%
+3,296
2609
$580K ﹤0.01%
+3,044
2610
$579K ﹤0.01%
66,013
-10,318
2611
$577K ﹤0.01%
+27,252
2612
$577K ﹤0.01%
12,557
-26,744
2613
$577K ﹤0.01%
+3,974
2614
$577K ﹤0.01%
+58,227
2615
$575K ﹤0.01%
41,513
-17,805
2616
$575K ﹤0.01%
+36,798
2617
$573K ﹤0.01%
20,761
-15,849
2618
$573K ﹤0.01%
+62,717
2619
$573K ﹤0.01%
15,517
-8,896
2620
$573K ﹤0.01%
16,594
-86,743
2621
$573K ﹤0.01%
14,656
-77,083
2622
$572K ﹤0.01%
15,266
-6,302
2623
$571K ﹤0.01%
25,055
-15,988
2624
$571K ﹤0.01%
+24,995
2625
$571K ﹤0.01%
+55,832