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
3426
$82K ﹤0.01%
9,407
+1,600
3427
$82K ﹤0.01%
6,671
+3,963
3428
$81K ﹤0.01%
4,202
-36,819
3429
$81K ﹤0.01%
326
+275
3430
$81K ﹤0.01%
18,249
+15,368
3431
$81K ﹤0.01%
6,546
+2,029
3432
$81K ﹤0.01%
449
-439
3433
$81K ﹤0.01%
8,345
-68
3434
$81K ﹤0.01%
5,706
-4,891
3435
$81K ﹤0.01%
2,399
+2,020
3436
$81K ﹤0.01%
8,135
3437
$80K ﹤0.01%
1,860
+1,566
3438
$80K ﹤0.01%
+4,041
3439
$80K ﹤0.01%
15,443
+14,366
3440
$80K ﹤0.01%
593
-2,154
3441
$80K ﹤0.01%
568
-1,401
3442
$79K ﹤0.01%
8,939
+8,028
3443
$79K ﹤0.01%
647
-1,201
3444
$79K ﹤0.01%
1,962
+1,617
3445
$79K ﹤0.01%
4,688
+4,139
3446
$79K ﹤0.01%
9,284
+7,734
3447
$79K ﹤0.01%
32,558
+27,417
3448
$79K ﹤0.01%
10,770
3449
$78K ﹤0.01%
12,237
+3,200
3450
$78K ﹤0.01%
64,218
+14,484