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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$288K ﹤0.01%
5,348
-13,009
3002
$288K ﹤0.01%
8,000
-180
3003
$288K ﹤0.01%
+29,110
3004
$287K ﹤0.01%
+6,777
3005
$287K ﹤0.01%
30,001
+5,216
3006
$285K ﹤0.01%
24,081
-116,382
3007
$285K ﹤0.01%
+40,123
3008
$283K ﹤0.01%
+18,636
3009
$282K ﹤0.01%
+100,879
3010
$279K ﹤0.01%
4,412
-26,728
3011
$279K ﹤0.01%
13,613
3012
$277K ﹤0.01%
4,238
-19,819
3013
$277K ﹤0.01%
33,612
3014
$275K ﹤0.01%
+18,220
3015
$275K ﹤0.01%
+12,483
3016
$275K ﹤0.01%
1,857
3017
$275K ﹤0.01%
+28,000
3018
$274K ﹤0.01%
2,783
-9,604
3019
$274K ﹤0.01%
28,624
-65,785
3020
$273K ﹤0.01%
65,745
-119,278
3021
$273K ﹤0.01%
+44,387
3022
$270K ﹤0.01%
+19,350
3023
$270K ﹤0.01%
32,999
-37,709
3024
$270K ﹤0.01%
15,964
-11,946
3025
$270K ﹤0.01%
56,668
-75,165