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
1526
$1.42M ﹤0.01%
117,899
+17,703
1527
$1.42M ﹤0.01%
70,825
+10,968
1528
$1.42M ﹤0.01%
117,898
+47,557
1529
$1.41M ﹤0.01%
470,627
+408,767
1530
$1.4M ﹤0.01%
18,458
-5,250
1531
$1.4M ﹤0.01%
19,694
-8,067
1532
$1.39M ﹤0.01%
400
-347
1533
$1.39M ﹤0.01%
+30,769
1534
$1.38M ﹤0.01%
92,351
+15,239
1535
$1.38M ﹤0.01%
1,343
-9,993
1536
$1.38M ﹤0.01%
28,108
+2,431
1537
$1.38M ﹤0.01%
55,103
+26,998
1538
$1.37M ﹤0.01%
181,681
+73,296
1539
$1.37M ﹤0.01%
4,891
+1,413
1540
$1.37M ﹤0.01%
50,702
+36,754
1541
$1.37M ﹤0.01%
47,185
-2,478
1542
$1.37M ﹤0.01%
171,061
+117,377
1543
$1.37M ﹤0.01%
60,776
-96,024
1544
$1.37M ﹤0.01%
45,501
-2,240
1545
$1.36M ﹤0.01%
42,645
+17,464
1546
$1.36M ﹤0.01%
46,925
-24,742
1547
$1.35M ﹤0.01%
30,817
-21,182
1548
$1.35M ﹤0.01%
67,596
-3,872
1549
$1.35M ﹤0.01%
29,377
+704
1550
$1.35M ﹤0.01%
+21,453