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
1576
$2.07M ﹤0.01%
68,843
+43,858
1577
$2.07M ﹤0.01%
257,437
1578
$2.07M ﹤0.01%
2,332,719
+337,068
1579
$2.07M ﹤0.01%
67,761
-42,077
1580
$2.07M ﹤0.01%
27,694
+2,291
1581
$2.06M ﹤0.01%
57,117
+2,487
1582
$2.06M ﹤0.01%
43,194
+4,621
1583
$2.06M ﹤0.01%
39,214
-249,373
1584
$2.06M ﹤0.01%
41,182
+12,132
1585
$2.05M ﹤0.01%
33,318
+13,465
1586
$2.05M ﹤0.01%
141,447
+7,203
1587
$2.05M ﹤0.01%
60,346
+7,872
1588
$2.05M ﹤0.01%
52,670
+11,711
1589
$2.04M ﹤0.01%
48,720
+440
1590
$2.04M ﹤0.01%
672,428
+304,385
1591
$2.04M ﹤0.01%
49,731
+40,694
1592
$2.03M ﹤0.01%
301,653
+160,721
1593
$2.03M ﹤0.01%
32,364
+7,358
1594
$2.02M ﹤0.01%
197,210
1595
$2.02M ﹤0.01%
11,552
-13,699
1596
$2.01M ﹤0.01%
23,060
+6,320
1597
$2.01M ﹤0.01%
33,612
-1,328
1598
$2M ﹤0.01%
153,647
+37,716
1599
$2M ﹤0.01%
318,751
-666,550
1600
$2M ﹤0.01%
75,667
-125,439