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
976
$7.29M 0.01%
107,390
-60,870
977
$7.29M 0.01%
48,496
-38,706
978
$7.28M 0.01%
87,019
-47,200
979
$7.28M 0.01%
54,847
+47,262
980
$7.28M 0.01%
86,878
-516,202
981
$7.27M 0.01%
82,808
-73,989
982
$7.26M 0.01%
698,033
-22,590
983
$7.26M 0.01%
91,388
-17,579
984
$7.26M 0.01%
+24,586
985
$7.25M 0.01%
+735,482
986
$7.24M 0.01%
209,162
+104,958
987
$7.23M 0.01%
+143,952
988
$7.23M 0.01%
+185,560
989
$7.21M 0.01%
180,977
+14,887
990
$7.18M 0.01%
+713,433
991
$7.17M 0.01%
75,199
-34,453
992
$7.16M 0.01%
545,384
-68,260
993
$7.15M 0.01%
151,924
-23,105
994
$7.12M 0.01%
565,807
-202,747
995
$7.11M 0.01%
31,938
+25,108
996
$7.11M 0.01%
841,809
+61,061
997
$7.04M 0.01%
206,700
+66,748
998
$7.04M 0.01%
+719,698
999
$7.04M 0.01%
1,155,281
+60,221
1000
$7.04M 0.01%
282,180
+218,857