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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$2.23M ﹤0.01%
53,853
-181,863
1652
$2.22M ﹤0.01%
9,303
-2,873
1653
$2.22M ﹤0.01%
40,351
+40,093
1654
$2.21M ﹤0.01%
16,079
-14,764
1655
$2.21M ﹤0.01%
35,312
-21,701
1656
$2.21M ﹤0.01%
17,932
-41,907
1657
$2.21M ﹤0.01%
71,296
-18,372
1658
$2.21M ﹤0.01%
27,437
-18,720
1659
$2.21M ﹤0.01%
277,026
-73,816
1660
$2.21M ﹤0.01%
+223,372
1661
$2.2M ﹤0.01%
+221,592
1662
$2.19M ﹤0.01%
17,707
1663
$2.18M ﹤0.01%
61,365
+35,130
1664
$2.18M ﹤0.01%
25,827
-14,509
1665
$2.17M ﹤0.01%
+221,560
1666
$2.17M ﹤0.01%
53,463
-21,298
1667
$2.17M ﹤0.01%
67,046
-10,552
1668
$2.16M ﹤0.01%
+220,933
1669
$2.16M ﹤0.01%
169,186
+132,711
1670
$2.15M ﹤0.01%
98,720
+85,303
1671
$2.14M ﹤0.01%
11,411
-32,053
1672
$2.14M ﹤0.01%
28,844
-930
1673
$2.14M ﹤0.01%
8,908
-2,044
1674
$2.13M ﹤0.01%
+219,960
1675
$2.13M ﹤0.01%
15,289
-32,384