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
1651
$722K ﹤0.01%
7,505
+2,823
1652
$721K ﹤0.01%
+48,094
1653
$720K ﹤0.01%
5,289
-26,539
1654
$719K ﹤0.01%
34,199
-22,015
1655
$719K ﹤0.01%
5,657
-3,031
1656
$718K ﹤0.01%
39,445
+6,660
1657
$712K ﹤0.01%
7,998
-1,402
1658
$712K ﹤0.01%
66,717
-16,072
1659
$707K ﹤0.01%
78,540
+74,168
1660
$703K ﹤0.01%
10,807
+1,347
1661
$702K ﹤0.01%
16,329
-7,497
1662
$693K ﹤0.01%
15,753
-3,609
1663
$691K ﹤0.01%
86,275
-146,941
1664
$689K ﹤0.01%
114,762
+37,036
1665
$688K ﹤0.01%
26,474
-213,253
1666
$688K ﹤0.01%
57,281
+47,677
1667
$683K ﹤0.01%
4,494
-2,369
1668
$683K ﹤0.01%
22,756
+587
1669
$683K ﹤0.01%
341,493
-10,378
1670
$672K ﹤0.01%
35,346
+25,509
1671
$669K ﹤0.01%
6,688
-27,413
1672
$668K ﹤0.01%
7,772
-9,188
1673
$666K ﹤0.01%
8,438
-200
1674
$665K ﹤0.01%
16,594
-55,398
1675
$663K ﹤0.01%
28,865
-15,880