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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.51B
2 +$577M
3 +$523M
4
BHC icon
Bausch Health
BHC
+$335M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$312M

Top Sells

1 +$403M
2 +$244M
3 +$193M
4
SO icon
Southern Company
SO
+$162M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.13%
3 Technology 8.31%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$4.8M ﹤0.01%
239,811
+66,726
1002
$4.78M ﹤0.01%
418,898
+290,007
1003
$4.78M ﹤0.01%
597,151
+145,945
1004
$4.76M ﹤0.01%
176,352
+90,741
1005
$4.75M ﹤0.01%
186,100
+18,220
1006
$4.74M ﹤0.01%
+29,637
1007
$4.72M ﹤0.01%
429,128
+164,328
1008
$4.68M ﹤0.01%
130,030
-28,172
1009
$4.67M ﹤0.01%
65,779
+56,771
1010
$4.66M ﹤0.01%
93,269
+21,551
1011
$4.66M ﹤0.01%
125,933
-18,361
1012
$4.66M ﹤0.01%
113,908
+21,327
1013
$4.66M ﹤0.01%
41,222
-32,097
1014
$4.64M ﹤0.01%
6,448
+1,551
1015
$4.63M ﹤0.01%
136,248
-70,707
1016
$4.63M ﹤0.01%
+330,731
1017
$4.62M ﹤0.01%
34,245
-9,457
1018
$4.62M ﹤0.01%
210,243
+28,022
1019
$4.61M ﹤0.01%
404,040
+32,087
1020
$4.6M ﹤0.01%
220,453
+146,125
1021
$4.58M ﹤0.01%
654,557
+456,217
1022
$4.57M ﹤0.01%
60,936
+5,975
1023
$4.52M ﹤0.01%
77,977
+21,134
1024
$4.52M ﹤0.01%
266,113
+22,518
1025
$4.51M ﹤0.01%
250,501
-51,144