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
1301
$2.28M ﹤0.01%
25,345
+1,316
1302
$2.28M ﹤0.01%
151,796
+48,818
1303
$2.27M ﹤0.01%
+55,412
1304
$2.27M ﹤0.01%
108,167
-70,592
1305
$2.27M ﹤0.01%
126,241
+60,351
1306
$2.27M ﹤0.01%
107,988
+107,517
1307
$2.26M ﹤0.01%
56,094
+28,855
1308
$2.26M ﹤0.01%
50,255
-9,833
1309
$2.26M ﹤0.01%
90,362
+30,683
1310
$2.26M ﹤0.01%
71,579
+58,458
1311
$2.25M ﹤0.01%
66,266
-31,967
1312
$2.24M ﹤0.01%
20,916
-3,709
1313
$2.22M ﹤0.01%
49,273
-5,141
1314
$2.21M ﹤0.01%
91,916
+40,153
1315
$2.2M ﹤0.01%
37,369
+22,722
1316
$2.2M ﹤0.01%
39,342
+19,381
1317
$2.2M ﹤0.01%
+549,876
1318
$2.19M ﹤0.01%
+136,913
1319
$2.19M ﹤0.01%
84,333
+834
1320
$2.19M ﹤0.01%
190,580
+30,818
1321
$2.18M ﹤0.01%
121,044
+47,361
1322
$2.17M ﹤0.01%
+83,578
1323
$2.17M ﹤0.01%
56,385
-149,771
1324
$2.17M ﹤0.01%
41,731
+31,350
1325
$2.15M ﹤0.01%
49,900
-31,021