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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$3.17M ﹤0.01%
+53,066
1402
$3.17M ﹤0.01%
71,957
-31,936
1403
$3.17M ﹤0.01%
144,880
-41,809
1404
$3.16M ﹤0.01%
19,137
-99,894
1405
$3.16M ﹤0.01%
59,813
+14,304
1406
$3.16M ﹤0.01%
21,037
+11,253
1407
$3.15M ﹤0.01%
29,966
-18,689
1408
$3.15M ﹤0.01%
136,512
-51,230
1409
$3.14M ﹤0.01%
65,556
-55,413
1410
$3.14M ﹤0.01%
+317,431
1411
$3.13M ﹤0.01%
56,627
-33,407
1412
$3.13M ﹤0.01%
+319,273
1413
$3.13M ﹤0.01%
+319,606
1414
$3.12M ﹤0.01%
47,076
+39,679
1415
$3.12M ﹤0.01%
165,000
+100,400
1416
$3.12M ﹤0.01%
459,909
-258,710
1417
$3.12M ﹤0.01%
97,764
-240,865
1418
$3.1M ﹤0.01%
51,779
-206,677
1419
$3.1M ﹤0.01%
108,279
+30,741
1420
$3.1M ﹤0.01%
+310,500
1421
$3.09M ﹤0.01%
+316,017
1422
$3.09M ﹤0.01%
77,454
-42,117
1423
$3.09M ﹤0.01%
118,198
-26,884
1424
$3.08M ﹤0.01%
+309,305
1425
$3.07M ﹤0.01%
+40,413