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
1601
$835K ﹤0.01%
23,834
+13,610
1602
$828K ﹤0.01%
8,362
+6,422
1603
$826K ﹤0.01%
15,883
+4,513
1604
$824K ﹤0.01%
25,054
+11,393
1605
$822K ﹤0.01%
17,788
-27,860
1606
$821K ﹤0.01%
7,264
-13,333
1607
$820K ﹤0.01%
9,841
+6,401
1608
$820K ﹤0.01%
+20,000
1609
$818K ﹤0.01%
10,223
-4,566
1610
$814K ﹤0.01%
41,300
+1,710
1611
$813K ﹤0.01%
35,341
-13,178
1612
$809K ﹤0.01%
7,561
-827
1613
$808K ﹤0.01%
36,728
+4,471
1614
$803K ﹤0.01%
26,802
-3,148
1615
$801K ﹤0.01%
42,176
-1,284
1616
$800K ﹤0.01%
21,804
+5,118
1617
$800K ﹤0.01%
27,550
+2,400
1618
$794K ﹤0.01%
98,448
-6,672
1619
$787K ﹤0.01%
34,300
-7,161
1620
$782K ﹤0.01%
10,862
-3,120
1621
$781K ﹤0.01%
1,952
+1,903
1622
$780K ﹤0.01%
16,625
-70,488
1623
$779K ﹤0.01%
55,684
+26,743
1624
$777K ﹤0.01%
32,363
-82,461
1625
$776K ﹤0.01%
73,522
-23,904