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
1601
$1.22M ﹤0.01%
32,071
1602
$1.22M ﹤0.01%
17,126
+2,558
1603
$1.21M ﹤0.01%
+18,084
1604
$1.21M ﹤0.01%
17,815
+13,073
1605
$1.21M ﹤0.01%
39,075
-22,276
1606
$1.21M ﹤0.01%
21,251
-28,537
1607
$1.2M ﹤0.01%
37,595
+17,385
1608
$1.2M ﹤0.01%
46,122
-5,216
1609
$1.2M ﹤0.01%
9,896
-5,736
1610
$1.19M ﹤0.01%
74,504
+54,874
1611
$1.19M ﹤0.01%
27,671
+13,609
1612
$1.19M ﹤0.01%
132,196
+21,612
1613
$1.19M ﹤0.01%
59,475
-135,140
1614
$1.19M ﹤0.01%
91,440
+12,660
1615
$1.19M ﹤0.01%
22,845
+6,426
1616
$1.19M ﹤0.01%
30,467
-45,998
1617
$1.19M ﹤0.01%
118,707
+54,572
1618
$1.19M ﹤0.01%
+28,900
1619
$1.19M ﹤0.01%
131,646
-17,312
1620
$1.18M ﹤0.01%
34,784
-27,285
1621
$1.18M ﹤0.01%
55,965
-82,966
1622
$1.18M ﹤0.01%
51,017
+19,127
1623
$1.17M ﹤0.01%
19,885
-14,689
1624
$1.17M ﹤0.01%
78,148
+16,592
1625
$1.17M ﹤0.01%
22,478
+18,394