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
2926
$98K ﹤0.01%
316
-1,181
2927
$98K ﹤0.01%
14,035
-4,381
2928
$98K ﹤0.01%
6,099
+1,197
2929
$97K ﹤0.01%
2,422
-44
2930
$97K ﹤0.01%
5,748
-2,124
2931
$97K ﹤0.01%
10,758
+4,379
2932
$96K ﹤0.01%
3,697
+337
2933
$96K ﹤0.01%
16,000
2934
$96K ﹤0.01%
8,000
2935
$96K ﹤0.01%
4,793
-10,701
2936
$96K ﹤0.01%
1,105
-10,442
2937
$96K ﹤0.01%
5,359
+1,344
2938
$96K ﹤0.01%
1,512
-3,117
2939
$95K ﹤0.01%
+23,834
2940
$95K ﹤0.01%
10,581
+7,246
2941
$95K ﹤0.01%
3,431
+3,214
2942
$95K ﹤0.01%
3,517
-324
2943
$95K ﹤0.01%
13,466
+2,335
2944
$95K ﹤0.01%
+3,174
2945
$95K ﹤0.01%
6,300
+3,816
2946
$95K ﹤0.01%
1,967
-10,224
2947
$95K ﹤0.01%
6,791
+3,153
2948
$95K ﹤0.01%
15,873
-218
2949
$95K ﹤0.01%
5,250
+4,431
2950
$94K ﹤0.01%
2,000