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
1426
$3.07M ﹤0.01%
+129,041
1427
$3.06M ﹤0.01%
89,103
-69,724
1428
$3.06M ﹤0.01%
11,405
-10,647
1429
$3.06M ﹤0.01%
+2,112
1430
$3.06M ﹤0.01%
+465,046
1431
$3.06M ﹤0.01%
+308,000
1432
$3.04M ﹤0.01%
34,108
-15,396
1433
$3.03M ﹤0.01%
458,468
+117,287
1434
$3.02M ﹤0.01%
93,987
-21,905
1435
$3.02M ﹤0.01%
97,387
+62,413
1436
$3.01M ﹤0.01%
126,158
-73,756
1437
$3.01M ﹤0.01%
+300,000
1438
$3.01M ﹤0.01%
+666,582
1439
$3M ﹤0.01%
+300,000
1440
$3M ﹤0.01%
+300,000
1441
$3M ﹤0.01%
+300,000
1442
$3M ﹤0.01%
47,116
-18,804
1443
$2.99M ﹤0.01%
38,900
-219,062
1444
$2.99M ﹤0.01%
81,177
-24,412
1445
$2.98M ﹤0.01%
+154,324
1446
$2.98M ﹤0.01%
100,000
1447
$2.97M ﹤0.01%
35,703
-11,794
1448
$2.97M ﹤0.01%
74,448
-139,429
1449
$2.97M ﹤0.01%
52,091
-9,614
1450
$2.96M ﹤0.01%
5,371
-2,492