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
1501
$1.48M ﹤0.01%
21,495
+7,558
1502
$1.48M ﹤0.01%
35,170
-13,182
1503
$1.48M ﹤0.01%
32,050
-4,759
1504
$1.47M ﹤0.01%
91,988
-28,661
1505
$1.47M ﹤0.01%
86,470
-502
1506
$1.47M ﹤0.01%
36,696
+19,386
1507
$1.47M ﹤0.01%
50,594
+34,032
1508
$1.47M ﹤0.01%
52,302
+8,716
1509
$1.46M ﹤0.01%
31,063
-34,150
1510
$1.46M ﹤0.01%
56,062
+6,061
1511
$1.46M ﹤0.01%
22,087
+12,253
1512
$1.46M ﹤0.01%
103,990
+5,849
1513
$1.45M ﹤0.01%
72,563
+10,865
1514
$1.45M ﹤0.01%
55,282
+27,590
1515
$1.45M ﹤0.01%
62,925
-15,000
1516
$1.45M ﹤0.01%
76,117
-250,352
1517
$1.44M ﹤0.01%
205,667
+26,675
1518
$1.44M ﹤0.01%
45,005
+12,778
1519
$1.44M ﹤0.01%
28,214
+693
1520
$1.44M ﹤0.01%
47,912
-66,860
1521
$1.43M ﹤0.01%
57,130
+20,166
1522
$1.43M ﹤0.01%
130,013
-157,905
1523
$1.43M ﹤0.01%
39,622
+5,350
1524
$1.42M ﹤0.01%
67,648
+8,858
1525
$1.42M ﹤0.01%
64,501
-15,023