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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

Sector Composition

1 Technology 24.09%
2 Healthcare 14.19%
3 Financials 12.53%
4 Consumer Discretionary 10.33%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$3.22M ﹤0.01%
45,782
+2,510
1327
$3.22M ﹤0.01%
76,144
+67,249
1328
$3.22M ﹤0.01%
191,141
+25,107
1329
$3.21M ﹤0.01%
180,368
-185,892
1330
$3.21M ﹤0.01%
317,028
+80,630
1331
$3.21M ﹤0.01%
54,519
+1,750
1332
$3.2M ﹤0.01%
43,385
+5,820
1333
$3.19M ﹤0.01%
89,907
+24,177
1334
$3.19M ﹤0.01%
514,522
+512,229
1335
$3.19M ﹤0.01%
138,779
+62,669
1336
$3.18M ﹤0.01%
109,625
-22,290
1337
$3.17M ﹤0.01%
44,959
+1,870
1338
$3.17M ﹤0.01%
4,451
-290
1339
$3.17M ﹤0.01%
139,712
+13,964
1340
$3.17M ﹤0.01%
62,821
-35,332
1341
$3.16M ﹤0.01%
207,484
-8,655
1342
$3.15M ﹤0.01%
15,955
+3,652
1343
$3.15M ﹤0.01%
169,240
+28,776
1344
$3.14M ﹤0.01%
137,006
+70,417
1345
$3.13M ﹤0.01%
28,721
+15,480
1346
$3.13M ﹤0.01%
590,530
-103,223
1347
$3.12M ﹤0.01%
29,305
+8,428
1348
$3.12M ﹤0.01%
163,169
+85,800
1349
$3.12M ﹤0.01%
126,355
+70,795
1350
$3.11M ﹤0.01%
300,000