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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$334M
2 +$231M
3 +$188M
4
VZ icon
Verizon
VZ
+$173M
5
MA icon
Mastercard
MA
+$159M

Top Sells

1 +$5.07B
2 +$840M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$520M
5
META icon
Meta Platforms (Facebook)
META
+$426M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.33%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$2.61M ﹤0.01%
96,618
-20,177
1102
$2.6M ﹤0.01%
55,370
-1,934
1103
$2.59M ﹤0.01%
369,705
+1,348
1104
$2.59M ﹤0.01%
49,756
-11,732
1105
$2.58M ﹤0.01%
85,868
+75,795
1106
$2.56M ﹤0.01%
640,557
-1,093,303
1107
$2.56M ﹤0.01%
98,359
-7,883
1108
$2.56M ﹤0.01%
150,352
-9,288
1109
$2.55M ﹤0.01%
115,873
-140,382
1110
$2.55M ﹤0.01%
87,784
-10,691
1111
$2.54M ﹤0.01%
507,492
-12,848
1112
$2.54M ﹤0.01%
30,543
+835
1113
$2.53M ﹤0.01%
115,225
+1,709
1114
$2.53M ﹤0.01%
49,566
+1,433
1115
$2.53M ﹤0.01%
38,312
-8,194
1116
$2.52M ﹤0.01%
53,537
+52,764
1117
$2.51M ﹤0.01%
54,539
+10,429
1118
$2.51M ﹤0.01%
250,983
+122,217
1119
$2.51M ﹤0.01%
83,572
-14,998
1120
$2.51M ﹤0.01%
92,780
+1,509
1121
$2.5M ﹤0.01%
178,901
-1,477
1122
$2.5M ﹤0.01%
20,485
+19,180
1123
$2.5M ﹤0.01%
89,212
-31,788
1124
$2.47M ﹤0.01%
58,710
+58,709
1125
$2.46M ﹤0.01%
39,081
-1,878