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
3001
$190K ﹤0.01%
9,164
+2,282
3002
$190K ﹤0.01%
18,841
3003
$187K ﹤0.01%
15,505
+13,134
3004
$187K ﹤0.01%
74,619
-351,735
3005
$187K ﹤0.01%
13,679
+3,525
3006
$187K ﹤0.01%
7,023
-239
3007
$187K ﹤0.01%
917
3008
$187K ﹤0.01%
5,404
+4,420
3009
$186K ﹤0.01%
9,629
+8,088
3010
$186K ﹤0.01%
7,119
+5,995
3011
$186K ﹤0.01%
25,405
3012
$185K ﹤0.01%
34,461
+300
3013
$185K ﹤0.01%
2,658
+1,390
3014
$185K ﹤0.01%
6,827
+2,923
3015
$184K ﹤0.01%
3,881
+748
3016
$183K ﹤0.01%
21,193
+19,429
3017
$183K ﹤0.01%
18,079
-77,790
3018
$182K ﹤0.01%
1,315
+168
3019
$182K ﹤0.01%
65,070
+44,054
3020
$181K ﹤0.01%
60,109
+14,914
3021
$181K ﹤0.01%
41,751
+35,158
3022
$181K ﹤0.01%
988
3023
$181K ﹤0.01%
19,183
+11,061
3024
$181K ﹤0.01%
17,686
3025
$179K ﹤0.01%
86,969
-1,000