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
2751
$135K ﹤0.01%
7,887
-4,978
2752
$135K ﹤0.01%
5,878
-1,052
2753
$135K ﹤0.01%
6,396
-231
2754
$135K ﹤0.01%
5,618
2755
$135K ﹤0.01%
67,214
+15,160
2756
$134K ﹤0.01%
6,116
+6,044
2757
$134K ﹤0.01%
4,802
-3,343
2758
$134K ﹤0.01%
26,951
+20,657
2759
$133K ﹤0.01%
331
-11,674
2760
$133K ﹤0.01%
4,982
+278
2761
$133K ﹤0.01%
3,352
+1,400
2762
$133K ﹤0.01%
16,681
+4,791
2763
$132K ﹤0.01%
21,825
+4,361
2764
$132K ﹤0.01%
14,201
-34,416
2765
$132K ﹤0.01%
10,941
-14,684
2766
$131K ﹤0.01%
3,339
-1,167
2767
$131K ﹤0.01%
9,383
2768
$131K ﹤0.01%
7,211
-613
2769
$130K ﹤0.01%
8,142
-119
2770
$130K ﹤0.01%
+6,850
2771
$130K ﹤0.01%
7,226
+6,817
2772
$130K ﹤0.01%
1,000
2773
$130K ﹤0.01%
+2,601
2774
$129K ﹤0.01%
3,907
-27,873
2775
$129K ﹤0.01%
14,399
-29,903