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
1026
$6.52M 0.01%
302,836
+31,627
1027
$6.51M 0.01%
90,647
+16,010
1028
$6.49M 0.01%
385,639
+240,994
1029
$6.46M 0.01%
+175,000
1030
$6.45M 0.01%
558,481
-126,342
1031
$6.45M 0.01%
193,931
+127,720
1032
$6.45M 0.01%
+650,000
1033
$6.45M 0.01%
57,095
-4,135
1034
$6.42M 0.01%
584,946
-31,211
1035
$6.42M 0.01%
+649,870
1036
$6.41M 0.01%
78,212
+4,071
1037
$6.4M 0.01%
+138,464
1038
$6.4M 0.01%
367,892
-63,691
1039
$6.36M 0.01%
102,669
+46,147
1040
$6.35M 0.01%
273,733
-1,315
1041
$6.35M 0.01%
143,947
-149,009
1042
$6.34M 0.01%
98,583
+49,860
1043
$6.34M 0.01%
+110,579
1044
$6.33M 0.01%
159,890
-61,832
1045
$6.3M ﹤0.01%
17,211
-2,557
1046
$6.3M ﹤0.01%
1,500,000
1047
$6.28M ﹤0.01%
76,895
-23,454
1048
$6.28M ﹤0.01%
25,545
+10,135
1049
$6.28M ﹤0.01%
124,378
-36,246
1050
$6.22M ﹤0.01%
66,336
+16,555