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
1401
$2.78M ﹤0.01%
254,887
+38,893
1402
$2.78M ﹤0.01%
87,660
+24,445
1403
$2.77M ﹤0.01%
269,273
-15,540
1404
$2.77M ﹤0.01%
92,815
+22,668
1405
$2.77M ﹤0.01%
207,233
+21,329
1406
$2.77M ﹤0.01%
61,214
-27,928
1407
$2.76M ﹤0.01%
168,339
+12,109
1408
$2.74M ﹤0.01%
68,888
+5,620
1409
$2.73M ﹤0.01%
241,427
+122,644
1410
$2.73M ﹤0.01%
333,544
-32,748
1411
$2.72M ﹤0.01%
+196,068
1412
$2.72M ﹤0.01%
34,251
-238
1413
$2.72M ﹤0.01%
45,627
+14,485
1414
$2.7M ﹤0.01%
70,167
+43,692
1415
$2.7M ﹤0.01%
386,355
+23,298
1416
$2.69M ﹤0.01%
85,228
-23,778
1417
$2.68M ﹤0.01%
34,071
+15,267
1418
$2.68M ﹤0.01%
16,148
-18,724
1419
$2.68M ﹤0.01%
39,379
-176,931
1420
$2.68M ﹤0.01%
413,214
-162,261
1421
$2.67M ﹤0.01%
101,941
+9,670
1422
$2.67M ﹤0.01%
78,775
+36,345
1423
$2.66M ﹤0.01%
263,875
+84,960
1424
$2.66M ﹤0.01%
423,053
+105,287
1425
$2.66M ﹤0.01%
91,960
-3,763