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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$2.08M ﹤0.01%
33,988
+3,201
1302
$2.06M ﹤0.01%
158,140
-11,650
1303
$2.04M ﹤0.01%
15,723
+8,877
1304
$2.04M ﹤0.01%
67,999
+2,379
1305
$2.04M ﹤0.01%
+49,725
1306
$2.03M ﹤0.01%
38,341
+118
1307
$2.02M ﹤0.01%
32,038
+827
1308
$2.02M ﹤0.01%
2,062
+1,594
1309
$2.02M ﹤0.01%
183,427
+54,901
1310
$2.02M ﹤0.01%
252,040
+241,477
1311
$2.01M ﹤0.01%
33,485
-3,473
1312
$2.01M ﹤0.01%
37,873
+30,803
1313
$2.01M ﹤0.01%
48,931
+21,173
1314
$2.01M ﹤0.01%
96,254
+53,045
1315
$1.99M ﹤0.01%
39,786
+21,724
1316
$1.99M ﹤0.01%
6,971
-12,304
1317
$1.98M ﹤0.01%
165,075
+60,691
1318
$1.97M ﹤0.01%
63,536
-32,676
1319
$1.97M ﹤0.01%
2,460
+307
1320
$1.96M ﹤0.01%
5,010
-5,524
1321
$1.95M ﹤0.01%
72,920
-37,228
1322
$1.95M ﹤0.01%
+18,370
1323
$1.94M ﹤0.01%
84,243
+28,569
1324
$1.94M ﹤0.01%
82,668
-22,401
1325
$1.94M ﹤0.01%
80,647
+3,185