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
526
$28.2M 0.01%
594,216
+6,201
527
$28.2M 0.01%
288,400
+108,645
528
$28.2M 0.01%
509,032
+58,827
529
$28.1M 0.01%
539,837
+265,398
530
$28M 0.01%
2,353,337
+531,914
531
$27.9M 0.01%
66,402
+12,293
532
$27.8M 0.01%
+300,000
533
$27.8M 0.01%
476,129
+3,124
534
$27.5M 0.01%
119,362
+24,644
535
$27.5M 0.01%
709,213
+185,933
536
$27.5M 0.01%
387,731
-81,487
537
$27.4M 0.01%
80,075
+15,813
538
$27.4M 0.01%
267,649
-50,560
539
$27.4M 0.01%
+897,112
540
$27.4M 0.01%
206,529
+69,972
541
$27.4M 0.01%
486,724
+44,278
542
$27.4M 0.01%
425,335
+366,153
543
$27.3M 0.01%
217,460
-30,389
544
$27.3M 0.01%
563,430
+6,642
545
$26.9M 0.01%
1,268,776
+512,250
546
$26.9M 0.01%
580,796
+9,675
547
$26.9M 0.01%
389,044
-18,755
548
$26.8M 0.01%
2,487,617
+66,215
549
$26.7M 0.01%
586,773
+134,027
550
$26.7M 0.01%
1,300,000
-1,534,666