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
1276
$2.4M ﹤0.01%
49,047
+36,413
1277
$2.39M ﹤0.01%
114,118
-62,140
1278
$2.38M ﹤0.01%
55,451
+30,676
1279
$2.38M ﹤0.01%
45,330
-13,322
1280
$2.37M ﹤0.01%
113,002
-110,174
1281
$2.37M ﹤0.01%
76,592
+45,270
1282
$2.37M ﹤0.01%
135,192
+72,224
1283
$2.36M ﹤0.01%
294,930
+79,640
1284
$2.36M ﹤0.01%
58,922
+12,849
1285
$2.36M ﹤0.01%
44,489
+37,812
1286
$2.36M ﹤0.01%
33,190
+7,977
1287
$2.35M ﹤0.01%
29,387
+11,803
1288
$2.35M ﹤0.01%
97,901
-3,367
1289
$2.34M ﹤0.01%
101,790
+60,646
1290
$2.34M ﹤0.01%
179,714
+5,661
1291
$2.33M ﹤0.01%
122,529
+63,323
1292
$2.32M ﹤0.01%
56,461
-56,961
1293
$2.31M ﹤0.01%
110,168
-131,363
1294
$2.31M ﹤0.01%
+146,408
1295
$2.31M ﹤0.01%
127,158
-236,610
1296
$2.3M ﹤0.01%
22,324
+6,557
1297
$2.3M ﹤0.01%
95,762
+31,914
1298
$2.29M ﹤0.01%
48,832
+21,171
1299
$2.29M ﹤0.01%
63,630
+9,441
1300
$2.29M ﹤0.01%
26,289
-4,659