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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$37K ﹤0.01%
2,454
+2,362
3002
$37K ﹤0.01%
7,426
-31,783
3003
$36K ﹤0.01%
2,343
+1,325
3004
$36K ﹤0.01%
1,747
-19,491
3005
$36K ﹤0.01%
2,520
-2,891
3006
$36K ﹤0.01%
1,431
+660
3007
$36K ﹤0.01%
1,041
-1,534
3008
$36K ﹤0.01%
1,574
-6,592
3009
$36K ﹤0.01%
7,258
-6,195
3010
$36K ﹤0.01%
965
-185
3011
$36K ﹤0.01%
2,598
-2,857
3012
$36K ﹤0.01%
523
+232
3013
$35K ﹤0.01%
1,422
-595
3014
$35K ﹤0.01%
841
+127
3015
$35K ﹤0.01%
2,753
+2,284
3016
$35K ﹤0.01%
2,936
+2,740
3017
$35K ﹤0.01%
3,113
-7,998
3018
$35K ﹤0.01%
6,992
-436
3019
$35K ﹤0.01%
2,472
+1,782
3020
$35K ﹤0.01%
14,050
-8,750
3021
$34K ﹤0.01%
5,534
+1,090
3022
$34K ﹤0.01%
986
+517
3023
$34K ﹤0.01%
186
-1,235
3024
$34K ﹤0.01%
1,533
+682
3025
$34K ﹤0.01%
1,267
-3,181