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
1476
$2.43M ﹤0.01%
216,320
+84,351
1477
$2.43M ﹤0.01%
251,822
+49,135
1478
$2.43M ﹤0.01%
107,045
-31,745
1479
$2.42M ﹤0.01%
164,879
+87,912
1480
$2.41M ﹤0.01%
62,405
+45,388
1481
$2.41M ﹤0.01%
44,236
+29,605
1482
$2.4M ﹤0.01%
526,723
-75,600
1483
$2.39M ﹤0.01%
35,290
-155,746
1484
$2.39M ﹤0.01%
18,637
+8,013
1485
$2.39M ﹤0.01%
31,593
-156,720
1486
$2.38M ﹤0.01%
7,375
-6,468
1487
$2.38M ﹤0.01%
20,710
+4,136
1488
$2.38M ﹤0.01%
265,002
+243,130
1489
$2.37M ﹤0.01%
33,015
+8,238
1490
$2.37M ﹤0.01%
299,006
+94,202
1491
$2.37M ﹤0.01%
54,440
+19,588
1492
$2.37M ﹤0.01%
50,899
+5,531
1493
$2.37M ﹤0.01%
90,857
+4,977
1494
$2.37M ﹤0.01%
17,409
+10,318
1495
$2.36M ﹤0.01%
283,582
-46,889
1496
$2.36M ﹤0.01%
146,765
+18,533
1497
$2.36M ﹤0.01%
23,293
-16,885
1498
$2.36M ﹤0.01%
141,652
1499
$2.36M ﹤0.01%
105,164
+12,604
1500
$2.36M ﹤0.01%
109,552
+19,123