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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

Sector Composition

1 Technology 24.09%
2 Healthcare 14.19%
3 Financials 12.53%
4 Consumer Discretionary 10.33%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$317K ﹤0.01%
11,236
+8,535
2752
$317K ﹤0.01%
7,075
+2,510
2753
$316K ﹤0.01%
30,994
-900
2754
$316K ﹤0.01%
818
+326
2755
$316K ﹤0.01%
55,414
+22,274
2756
$314K ﹤0.01%
9,165
+3,396
2757
$314K ﹤0.01%
11,190
+2,485
2758
$313K ﹤0.01%
30,659
+25,818
2759
$313K ﹤0.01%
35,524
+28,729
2760
$313K ﹤0.01%
30,672
+24,068
2761
$313K ﹤0.01%
57,653
+47,266
2762
$312K ﹤0.01%
32,090
2763
$312K ﹤0.01%
31,661
+26,852
2764
$312K ﹤0.01%
11,247
+9,040
2765
$311K ﹤0.01%
114,074
+10,884
2766
$311K ﹤0.01%
15,778
-9,357
2767
$310K ﹤0.01%
5,200
2768
$310K ﹤0.01%
81,477
+10,861
2769
$310K ﹤0.01%
31,555
-13,786
2770
$309K ﹤0.01%
37,753
-697
2771
$309K ﹤0.01%
+5,600
2772
$308K ﹤0.01%
37,339
+35,463
2773
$308K ﹤0.01%
30,118
2774
$308K ﹤0.01%
58,109
+26,650
2775
$307K ﹤0.01%
33,826
+21,302