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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$3.28M ﹤0.01%
192,951
-3,634
1127
$3.27M ﹤0.01%
148,438
+23,891
1128
$3.25M ﹤0.01%
55,963
-1,621
1129
$3.24M ﹤0.01%
101,328
+12,033
1130
$3.24M ﹤0.01%
115,854
+86,250
1131
$3.24M ﹤0.01%
231,188
+221,090
1132
$3.23M ﹤0.01%
71,817
+9,797
1133
$3.23M ﹤0.01%
57,691
-30,086
1134
$3.23M ﹤0.01%
201,787
-3,254
1135
$3.21M ﹤0.01%
107,122
+247
1136
$3.21M ﹤0.01%
74,653
+52,005
1137
$3.2M ﹤0.01%
76,102
-6,052
1138
$3.2M ﹤0.01%
168,261
+166,108
1139
$3.17M ﹤0.01%
151,362
-12,899
1140
$3.17M ﹤0.01%
42,277
+10,427
1141
$3.16M ﹤0.01%
131,842
+3,374
1142
$3.15M ﹤0.01%
52,515
-69,266
1143
$3.15M ﹤0.01%
149,786
+77,982
1144
$3.14M ﹤0.01%
142,639
+7,291
1145
$3.13M ﹤0.01%
84,772
+15,240
1146
$3.13M ﹤0.01%
149,245
+81,279
1147
$3.11M ﹤0.01%
56,625
+52,737
1148
$3.11M ﹤0.01%
207,299
+198,741
1149
$3.1M ﹤0.01%
91,289
-5,217
1150
$3.1M ﹤0.01%
50,000
-217