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
1526
$983K ﹤0.01%
54,675
-645
1527
$982K ﹤0.01%
67,704
-43,849
1528
$979K ﹤0.01%
37,643
+14,888
1529
$978K ﹤0.01%
19,567
+19,359
1530
$976K ﹤0.01%
17,116
-1,022
1531
$975K ﹤0.01%
24,682
+2,582
1532
$974K ﹤0.01%
21,177
-3,136
1533
$974K ﹤0.01%
17,091
+13,021
1534
$973K ﹤0.01%
54,029
+1,409
1535
$967K ﹤0.01%
21,972
+561
1536
$966K ﹤0.01%
33,310
-217,009
1537
$966K ﹤0.01%
34,457
+11,754
1538
$966K ﹤0.01%
56,691
-30,125
1539
$965K ﹤0.01%
31,139
-60,400
1540
$954K ﹤0.01%
8,597
+4,217
1541
$953K ﹤0.01%
56,033
+54,312
1542
$952K ﹤0.01%
7,507
+1,206
1543
$950K ﹤0.01%
20,675
-8,109
1544
$950K ﹤0.01%
47,493
-2,444
1545
$947K ﹤0.01%
52,608
-68,149
1546
$946K ﹤0.01%
189,163
+65,332
1547
$945K ﹤0.01%
28,653
+23,233
1548
$944K ﹤0.01%
2,516
+1,899
1549
$942K ﹤0.01%
11,641
-50,258
1550
$941K ﹤0.01%
58,884
+8,435