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
3676
$33K ﹤0.01%
+3,175
3677
$33K ﹤0.01%
1,209
-1,801
3678
$33K ﹤0.01%
3,100
+3,000
3679
$32K ﹤0.01%
7,596
-7,516
3680
$32K ﹤0.01%
1,565
-330
3681
$32K ﹤0.01%
3,974
-5,019
3682
$32K ﹤0.01%
3,635
-6,062
3683
$32K ﹤0.01%
2,898
+1,653
3684
$32K ﹤0.01%
4,266
-5,398
3685
$32K ﹤0.01%
+3,060
3686
$32K ﹤0.01%
+1,678
3687
$32K ﹤0.01%
+1,512
3688
$31K ﹤0.01%
2,005
3689
$31K ﹤0.01%
10,732
-15,805
3690
$31K ﹤0.01%
4,512
-6,657
3691
$31K ﹤0.01%
4,093
+3,335
3692
$31K ﹤0.01%
885
3693
$31K ﹤0.01%
+3,900
3694
$31K ﹤0.01%
1,000
3695
$31K ﹤0.01%
139
-173
3696
$30K ﹤0.01%
1,713
-1,872
3697
$30K ﹤0.01%
3,494
-5,127
3698
$30K ﹤0.01%
3,867
3699
$30K ﹤0.01%
+336
3700
$30K ﹤0.01%
+757