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
1101
$3.62M ﹤0.01%
258,822
-370,686
1102
$3.62M ﹤0.01%
134,159
-33,984
1103
$3.62M ﹤0.01%
278,430
+108,440
1104
$3.62M ﹤0.01%
88,102
+25,277
1105
$3.61M ﹤0.01%
602,129
-838,300
1106
$3.61M ﹤0.01%
225,648
-1,556
1107
$3.57M ﹤0.01%
+108,011
1108
$3.57M ﹤0.01%
148,758
-733,542
1109
$3.56M ﹤0.01%
154,903
+7,752
1110
$3.55M ﹤0.01%
192,920
+92,270
1111
$3.54M ﹤0.01%
161,053
+800
1112
$3.53M ﹤0.01%
83,430
+37,607
1113
$3.53M ﹤0.01%
+58,776
1114
$3.51M ﹤0.01%
116,978
-17,854
1115
$3.5M ﹤0.01%
100,138
+17,021
1116
$3.5M ﹤0.01%
120,731
-30,113
1117
$3.5M ﹤0.01%
74,384
+31,145
1118
$3.5M ﹤0.01%
145,680
+21,690
1119
$3.48M ﹤0.01%
116,075
+25,180
1120
$3.46M ﹤0.01%
104,773
-21,449
1121
$3.46M ﹤0.01%
63,992
+3,735
1122
$3.43M ﹤0.01%
24,804
+6,793
1123
$3.42M ﹤0.01%
136,861
+15,289
1124
$3.41M ﹤0.01%
67,233
+21,493
1125
$3.41M ﹤0.01%
1,706,844
+586,912