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
1076
$3.9M ﹤0.01%
557,640
+419,764
1077
$3.9M ﹤0.01%
121,704
+30,308
1078
$3.87M ﹤0.01%
82,388
+74,122
1079
$3.86M ﹤0.01%
61,309
+59,891
1080
$3.86M ﹤0.01%
160,840
+68,262
1081
$3.85M ﹤0.01%
55,013
+46,360
1082
$3.84M ﹤0.01%
159,790
+63,289
1083
$3.79M ﹤0.01%
+130,602
1084
$3.77M ﹤0.01%
+209,471
1085
$3.76M ﹤0.01%
68,391
-67,959
1086
$3.76M ﹤0.01%
341,552
+164,157
1087
$3.75M ﹤0.01%
220,889
-70,246
1088
$3.75M ﹤0.01%
31,234
-135
1089
$3.75M ﹤0.01%
144,104
+139,824
1090
$3.71M ﹤0.01%
62,107
+45,025
1091
$3.7M ﹤0.01%
94,941
+38,869
1092
$3.68M ﹤0.01%
1,348,665
+218,192
1093
$3.67M ﹤0.01%
433,569
+134,711
1094
$3.67M ﹤0.01%
30,295
+3,153
1095
$3.65M ﹤0.01%
114,068
+98,466
1096
$3.64M ﹤0.01%
280,176
+45,055
1097
$3.64M ﹤0.01%
+181,950
1098
$3.64M ﹤0.01%
95,761
+31,714
1099
$3.64M ﹤0.01%
330,555
+32,418
1100
$3.62M ﹤0.01%
258,822
-370,686