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
1476
$1.59M ﹤0.01%
30,532
-9,960
1477
$1.59M ﹤0.01%
36,100
+2,200
1478
$1.59M ﹤0.01%
52,910
+44,065
1479
$1.58M ﹤0.01%
40,575
-1,161
1480
$1.58M ﹤0.01%
20,027
+2,855
1481
$1.58M ﹤0.01%
30,408
+28,203
1482
$1.58M ﹤0.01%
34,262
-3,139
1483
$1.57M ﹤0.01%
38,216
-9,443
1484
$1.56M ﹤0.01%
37,582
-2,124
1485
$1.56M ﹤0.01%
311,308
-94,367
1486
$1.55M ﹤0.01%
59,631
+7,009
1487
$1.54M ﹤0.01%
27,446
+10,747
1488
$1.54M ﹤0.01%
219,553
+116,287
1489
$1.53M ﹤0.01%
36,445
+4,324
1490
$1.52M ﹤0.01%
49,971
+22,165
1491
$1.52M ﹤0.01%
+84,357
1492
$1.51M ﹤0.01%
24,350
-9,182
1493
$1.51M ﹤0.01%
137,010
-407,427
1494
$1.51M ﹤0.01%
44,288
-116,274
1495
$1.5M ﹤0.01%
300,678
+165,288
1496
$1.5M ﹤0.01%
32,600
1497
$1.5M ﹤0.01%
37,460
+17,248
1498
$1.49M ﹤0.01%
41,450
-3,474
1499
$1.49M ﹤0.01%
45,081
-5,303
1500
$1.49M ﹤0.01%
212,256
+30,411