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
3326
$154K ﹤0.01%
2,800
-11,215
3327
$154K ﹤0.01%
3,000
3328
$154K ﹤0.01%
76,274
-64,972
3329
$153K ﹤0.01%
5,247
-32,310
3330
$153K ﹤0.01%
+10,968
3331
$153K ﹤0.01%
25,898
-19,455
3332
$152K ﹤0.01%
7,571
-42,904
3333
$152K ﹤0.01%
10,819
-67,797
3334
$152K ﹤0.01%
41,185
-258,524
3335
$152K ﹤0.01%
+34,099
3336
$152K ﹤0.01%
2,592
-15,616
3337
$152K ﹤0.01%
15,269
3338
$151K ﹤0.01%
+5,026
3339
$151K ﹤0.01%
3,727
3340
$150K ﹤0.01%
23,530
-63,275
3341
$150K ﹤0.01%
6,792
-42,338
3342
$150K ﹤0.01%
+3,323
3343
$150K ﹤0.01%
8,496
-167,035
3344
$150K ﹤0.01%
+2,859
3345
$149K ﹤0.01%
+31,838
3346
$148K ﹤0.01%
10,347
-64,812
3347
$148K ﹤0.01%
5,497
-13,094
3348
$148K ﹤0.01%
+9,998
3349
$148K ﹤0.01%
+32,623
3350
$148K ﹤0.01%
+14,931