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
3101
$229K ﹤0.01%
+5,725
3102
$228K ﹤0.01%
+3,805
3103
$228K ﹤0.01%
4,298
+625
3104
$227K ﹤0.01%
44,050
-159,320
3105
$227K ﹤0.01%
+17,435
3106
$227K ﹤0.01%
10,052
-2,589
3107
$227K ﹤0.01%
26,329
-28,553
3108
$226K ﹤0.01%
+7,600
3109
$226K ﹤0.01%
14,029
+1,106
3110
$226K ﹤0.01%
+8,474
3111
$225K ﹤0.01%
15,351
-10,537
3112
$225K ﹤0.01%
3,395
-22,466
3113
$224K ﹤0.01%
+4,319
3114
$223K ﹤0.01%
26,904
3115
$223K ﹤0.01%
+22,991
3116
$223K ﹤0.01%
+10,152
3117
$223K ﹤0.01%
+22,385
3118
$222K ﹤0.01%
67,070
-21,373
3119
$222K ﹤0.01%
+39,657
3120
$222K ﹤0.01%
9,650
-9,677
3121
$222K ﹤0.01%
6,686
-41,924
3122
$222K ﹤0.01%
+6,040
3123
$222K ﹤0.01%
15,906
+6,763
3124
$221K ﹤0.01%
+22,494
3125
$221K ﹤0.01%
31,328
-193,330