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
3501
$104K ﹤0.01%
12,321
-40,731
3502
$104K ﹤0.01%
+19,379
3503
$103K ﹤0.01%
+14,561
3504
$103K ﹤0.01%
33,619
-74,175
3505
$103K ﹤0.01%
20,449
-128,108
3506
$102K ﹤0.01%
7,843
-21,346
3507
$102K ﹤0.01%
+233,333
3508
$102K ﹤0.01%
+4,578
3509
$102K ﹤0.01%
865
+238
3510
$102K ﹤0.01%
+11,995
3511
$102K ﹤0.01%
+1,248
3512
$102K ﹤0.01%
615
-3,631
3513
$101K ﹤0.01%
4,407
-27,708
3514
$100K ﹤0.01%
3,580
-22,378
3515
$100K ﹤0.01%
+528
3516
$100K ﹤0.01%
+539
3517
$99K ﹤0.01%
4,382
3518
$99K ﹤0.01%
+19,083
3519
$99K ﹤0.01%
+6,067
3520
$99K ﹤0.01%
+2,323
3521
$99K ﹤0.01%
4,843
-30,353
3522
$99K ﹤0.01%
+10,000
3523
$98K ﹤0.01%
6,031
-37,790
3524
$98K ﹤0.01%
+3,543
3525
$98K ﹤0.01%
2,667