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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$4.38M ﹤0.01%
39,967
-18,338
1227
$4.38M ﹤0.01%
29,272
-9,642
1228
$4.37M ﹤0.01%
+110,855
1229
$4.34M ﹤0.01%
85,301
-145,186
1230
$4.33M ﹤0.01%
+437,061
1231
$4.31M ﹤0.01%
295,382
+115,912
1232
$4.3M ﹤0.01%
14,340
-50,449
1233
$4.29M ﹤0.01%
64,941
-59,730
1234
$4.27M ﹤0.01%
48,670
-9,312
1235
$4.27M ﹤0.01%
20,784
-11,921
1236
$4.24M ﹤0.01%
80,123
-2,820
1237
$4.24M ﹤0.01%
99,858
-24,706
1238
$4.23M ﹤0.01%
+432,139
1239
$4.22M ﹤0.01%
143,628
-36,540
1240
$4.22M ﹤0.01%
30,858
-14,084
1241
$4.21M ﹤0.01%
244,749
+41,164
1242
$4.21M ﹤0.01%
+425,712
1243
$4.2M ﹤0.01%
41,872
-33,176
1244
$4.2M ﹤0.01%
100,000
1245
$4.19M ﹤0.01%
16,840
+15,545
1246
$4.19M ﹤0.01%
22,224
+4,570
1247
$4.17M ﹤0.01%
17,340
-9,026
1248
$4.17M ﹤0.01%
52,743
+48,070
1249
$4.17M ﹤0.01%
+424,440
1250
$4.17M ﹤0.01%
54,381
-117,868