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
1201
$2.94M ﹤0.01%
98,125
-15,439
1202
$2.94M ﹤0.01%
25,099
+14,492
1203
$2.92M ﹤0.01%
+71,454
1204
$2.91M ﹤0.01%
37,354
+10,080
1205
$2.89M ﹤0.01%
55,594
+15,911
1206
$2.86M ﹤0.01%
89,430
+22,249
1207
$2.86M ﹤0.01%
90,836
+39,868
1208
$2.86M ﹤0.01%
119,197
-1,559
1209
$2.85M ﹤0.01%
31,311
-36,623
1210
$2.85M ﹤0.01%
+49,037
1211
$2.84M ﹤0.01%
+60,488
1212
$2.83M ﹤0.01%
88,501
+64
1213
$2.8M ﹤0.01%
111,749
-145,235
1214
$2.79M ﹤0.01%
20,806
-9,592
1215
$2.79M ﹤0.01%
+81,963
1216
$2.78M ﹤0.01%
86,928
+79,871
1217
$2.76M ﹤0.01%
153,477
+42,002
1218
$2.76M ﹤0.01%
58,705
+10,991
1219
$2.75M ﹤0.01%
305,941
-191,960
1220
$2.75M ﹤0.01%
88,617
-10,892
1221
$2.74M ﹤0.01%
11,298
+8,572
1222
$2.72M ﹤0.01%
47,784
+36,866
1223
$2.71M ﹤0.01%
2,095,488
+1,435,680
1224
$2.7M ﹤0.01%
93,188
-200,350
1225
$2.69M ﹤0.01%
594,912
+567,601