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
3076
$166K ﹤0.01%
13,556
+12,762
3077
$166K ﹤0.01%
30,597
+19,377
3078
$165K ﹤0.01%
7,151
+6,022
3079
$165K ﹤0.01%
13,781
+7,581
3080
$165K ﹤0.01%
15,000
3081
$164K ﹤0.01%
1,500
-4,650
3082
$163K ﹤0.01%
18,233
+8,918
3083
$163K ﹤0.01%
70,087
3084
$162K ﹤0.01%
15,970
+12,421
3085
$162K ﹤0.01%
8,699
+3,313
3086
$161K ﹤0.01%
14,401
+12,340
3087
$161K ﹤0.01%
4,074
+3,441
3088
$160K ﹤0.01%
5,004
+4,008
3089
$160K ﹤0.01%
27,412
+23,071
3090
$160K ﹤0.01%
8,652
+7,313
3091
$159K ﹤0.01%
4,944
+4,164
3092
$159K ﹤0.01%
7,430
-18
3093
$159K ﹤0.01%
68,221
+16,245
3094
$159K ﹤0.01%
3,750
3095
$159K ﹤0.01%
8,655
+7,288
3096
$159K ﹤0.01%
14,279
+3,192
3097
$158K ﹤0.01%
6,184
3098
$157K ﹤0.01%
12,902
+5,842
3099
$157K ﹤0.01%
22,156
+18,742
3100
$156K ﹤0.01%
29,612
+13,771