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
1176
$3.05M ﹤0.01%
126,944
+35,511
1177
$3.04M ﹤0.01%
82,165
+62,123
1178
$3.04M ﹤0.01%
29,208
-61,553
1179
$3.03M ﹤0.01%
39,390
-3,550
1180
$3.03M ﹤0.01%
94,761
+89,372
1181
$3.03M ﹤0.01%
89,133
-18,818
1182
$3.02M ﹤0.01%
75,525
+30,459
1183
$3.02M ﹤0.01%
8,384
+2,747
1184
$3.01M ﹤0.01%
125,467
-3,030
1185
$3.01M ﹤0.01%
57,879
-2,496
1186
$3.01M ﹤0.01%
103,686
+34,882
1187
$3M ﹤0.01%
74,811
+15,868
1188
$2.99M ﹤0.01%
81,970
-11,782
1189
$2.99M ﹤0.01%
166,142
-43,942
1190
$2.98M ﹤0.01%
228,832
-41,450
1191
$2.98M ﹤0.01%
114,413
+104,189
1192
$2.97M ﹤0.01%
53,082
+35,969
1193
$2.97M ﹤0.01%
269,714
-711,164
1194
$2.97M ﹤0.01%
+29,090
1195
$2.96M ﹤0.01%
105,883
+5,473
1196
$2.96M ﹤0.01%
592,556
+44,451
1197
$2.96M ﹤0.01%
211,148
-66,500
1198
$2.94M ﹤0.01%
65,461
+15,295
1199
$2.94M ﹤0.01%
331,232
+24,826
1200
$2.94M ﹤0.01%
133,805
+22,443