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
1401
$1.85M ﹤0.01%
205,381
+47,523
1402
$1.85M ﹤0.01%
168,065
-231,964
1403
$1.84M ﹤0.01%
40,939
-9,329
1404
$1.84M ﹤0.01%
153,404
-78,101
1405
$1.84M ﹤0.01%
42,780
-30,566
1406
$1.84M ﹤0.01%
183,625
+45,813
1407
$1.84M ﹤0.01%
68,053
-3,068
1408
$1.84M ﹤0.01%
57,341
+6,946
1409
$1.83M ﹤0.01%
101,854
+13,679
1410
$1.83M ﹤0.01%
25,429
-21,750
1411
$1.81M ﹤0.01%
27,079
-18,105
1412
$1.81M ﹤0.01%
46,501
+811
1413
$1.81M ﹤0.01%
86,211
+12,791
1414
$1.81M ﹤0.01%
129,163
+4,833
1415
$1.8M ﹤0.01%
94,979
+70,741
1416
$1.8M ﹤0.01%
66,691
+63,223
1417
$1.79M ﹤0.01%
18,146
+10,471
1418
$1.79M ﹤0.01%
52,731
+11,404
1419
$1.79M ﹤0.01%
27,965
+19,987
1420
$1.79M ﹤0.01%
111,824
-72,868
1421
$1.78M ﹤0.01%
148,101
+33,334
1422
$1.78M ﹤0.01%
126,861
-51,673
1423
$1.77M ﹤0.01%
36,927
+5,375
1424
$1.77M ﹤0.01%
50,448
+6,132
1425
$1.77M ﹤0.01%
110,446
-299