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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$334M
2 +$231M
3 +$188M
4
VZ icon
Verizon
VZ
+$173M
5
MA icon
Mastercard
MA
+$159M

Top Sells

1 +$5.07B
2 +$840M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$520M
5
META icon
Meta Platforms (Facebook)
META
+$426M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.33%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$1.18M ﹤0.01%
43,518
-1,701
1452
$1.18M ﹤0.01%
37,954
+33,269
1453
$1.17M ﹤0.01%
22,085
-3,090
1454
$1.17M ﹤0.01%
53,230
-597
1455
$1.17M ﹤0.01%
234,169
-90,549
1456
$1.17M ﹤0.01%
64,876
-224,080
1457
$1.17M ﹤0.01%
+9,407
1458
$1.17M ﹤0.01%
68,582
-533
1459
$1.16M ﹤0.01%
27,624
-6,122
1460
$1.16M ﹤0.01%
52,558
+50,116
1461
$1.16M ﹤0.01%
20,592
-6,085
1462
$1.15M ﹤0.01%
23,533
-3,102
1463
$1.15M ﹤0.01%
63,717
-6,071
1464
$1.15M ﹤0.01%
190,888
+165,633
1465
$1.14M ﹤0.01%
14,057
-143
1466
$1.13M ﹤0.01%
26,390
+6,764
1467
$1.13M ﹤0.01%
59,563
-4,576
1468
$1.13M ﹤0.01%
102,716
-5,896
1469
$1.13M ﹤0.01%
47,045
-5,654
1470
$1.13M ﹤0.01%
34,128
-5,121
1471
$1.13M ﹤0.01%
30,397
+606
1472
$1.12M ﹤0.01%
44,976
-37,945
1473
$1.11M ﹤0.01%
29,975
-61,459
1474
$1.11M ﹤0.01%
41,012
-15,272
1475
$1.1M ﹤0.01%
28,958
+4,453