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
1676
$1.07M ﹤0.01%
35,574
-12,017
1677
$1.07M ﹤0.01%
+5,339
1678
$1.06M ﹤0.01%
11,803
-30,114
1679
$1.06M ﹤0.01%
8,628
+3,956
1680
$1.06M ﹤0.01%
20,336
-8,920
1681
$1.05M ﹤0.01%
9,623
+5,382
1682
$1.05M ﹤0.01%
+34,871
1683
$1.05M ﹤0.01%
41,789
+20,554
1684
$1.05M ﹤0.01%
95,095
+18,088
1685
$1.04M ﹤0.01%
24,315
-26,774
1686
$1.04M ﹤0.01%
6,142
+516
1687
$1.04M ﹤0.01%
21,290
-15,501
1688
$1.04M ﹤0.01%
15,322
+11,133
1689
$1.04M ﹤0.01%
23,666
+3,429
1690
$1.04M ﹤0.01%
129,923
+108,253
1691
$1.04M ﹤0.01%
25,961
+13,114
1692
$1.04M ﹤0.01%
+94,387
1693
$1.04M ﹤0.01%
12,952
-9,547
1694
$1.03M ﹤0.01%
19,506
-427,597
1695
$1.03M ﹤0.01%
114,860
-7,255
1696
$1.03M ﹤0.01%
43,021
-30,209
1697
$1.03M ﹤0.01%
128,621
-67,250
1698
$1.03M ﹤0.01%
17,430
-2,765
1699
$1.03M ﹤0.01%
64,224
1700
$1.03M ﹤0.01%
104,120
+24,840