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
$154B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$2.42B
3 +$1.81B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74B
5
AMZN icon
Amazon
AMZN
+$1.27B

Top Sells

1 +$1.54B
2 +$549M
3 +$452M
4
STLA icon
Stellantis
STLA
+$326M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$239M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$147K ﹤0.01%
25,791
-74,481
3102
$145K ﹤0.01%
27,057
+400
3103
$145K ﹤0.01%
23,203
-843
3104
$145K ﹤0.01%
5,392
-1,670
3105
$145K ﹤0.01%
700
3106
$145K ﹤0.01%
3,433
-975
3107
$145K ﹤0.01%
38,096
-342
3108
$144K ﹤0.01%
103,648
-56,779
3109
$144K ﹤0.01%
13,186
-3,853
3110
$144K ﹤0.01%
9,575
3111
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10,606
-2,784
3112
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6,184
3113
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29,674
-21,815
3114
$142K ﹤0.01%
36,693
-17,035
3115
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38,770
+7,586
3116
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12,921
3117
$140K ﹤0.01%
1,750
-3,523
3118
$140K ﹤0.01%
21,856
-18,743
3119
$140K ﹤0.01%
21,021
-6,510
3120
$139K ﹤0.01%
12,886
-3,204
3121
$139K ﹤0.01%
8,073
-2,528
3122
$138K ﹤0.01%
25,000
3123
$138K ﹤0.01%
20,460
-15,322
3124
$138K ﹤0.01%
670
3125
$138K ﹤0.01%
19,194
-18,289