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
1351
$2.03M ﹤0.01%
44,177
+31,109
1352
$2.03M ﹤0.01%
169,233
-5,665
1353
$2.03M ﹤0.01%
+17,392
1354
$2.02M ﹤0.01%
77,795
+6,050
1355
$2.02M ﹤0.01%
+144,547
1356
$2.02M ﹤0.01%
40,376
-22,641
1357
$2.02M ﹤0.01%
201,544
+191,197
1358
$2.02M ﹤0.01%
59,276
+702
1359
$2.01M ﹤0.01%
25,774
+24,095
1360
$2.01M ﹤0.01%
38,696
-73,653
1361
$2.01M ﹤0.01%
13,659
-5,329
1362
$2.01M ﹤0.01%
236,032
-91,944
1363
$2M ﹤0.01%
100,288
-40
1364
$2M ﹤0.01%
42,139
+30,359
1365
$2M ﹤0.01%
41,702
-22,506
1366
$2M ﹤0.01%
327,447
+72,308
1367
$2M ﹤0.01%
60,577
+37,792
1368
$1.99M ﹤0.01%
55,241
-6,053
1369
$1.99M ﹤0.01%
12,344
-128
1370
$1.98M ﹤0.01%
42,207
-2,794
1371
$1.97M ﹤0.01%
+217,130
1372
$1.97M ﹤0.01%
82,120
+63,920
1373
$1.97M ﹤0.01%
131,356
-20,225
1374
$1.97M ﹤0.01%
393,586
+328,900
1375
$1.96M ﹤0.01%
62,256
+2,238