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
251
$38.6M 0.04%
333,102
+170,829
252
$38.6M 0.04%
2,574,924
+159,215
253
$38.4M 0.04%
565,020
+9,476
254
$38.3M 0.04%
832,287
-77,394
255
$38.2M 0.04%
956,199
+56,085
256
$38.2M 0.04%
595,971
+292,669
257
$38.1M 0.04%
906,416
+369,309
258
$38.1M 0.04%
551,850
+298,000
259
$38.1M 0.04%
1,290,844
+578,076
260
$37.8M 0.04%
843,455
+357,495
261
$37.5M 0.04%
695,175
-33,283
262
$37.4M 0.04%
763,914
+66,374
263
$37.3M 0.04%
282,211
+17,600
264
$37M 0.04%
2,055,124
-124,191
265
$36.8M 0.04%
1,601,878
+721,018
266
$36.6M 0.04%
1,016,772
+22,095
267
$36.5M 0.04%
798,306
-358,352
268
$36.4M 0.04%
839,049
+388,275
269
$36.3M 0.04%
432,563
+84,475
270
$36.3M 0.04%
3,307
+3,306
271
$36.2M 0.04%
1,004,412
-26,676
272
$35.9M 0.04%
718,862
+165,282
273
$35.9M 0.04%
651,941
+229,737
274
$35.9M 0.04%
1,558,907
+585,388
275
$35.7M 0.04%
662,404
-198,599