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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$774K ﹤0.01%
24,955
-4,603
1702
$772K ﹤0.01%
59,376
+914
1703
$764K ﹤0.01%
23,089
-37,682
1704
$759K ﹤0.01%
379,454
+249,908
1705
$757K ﹤0.01%
31,552
-80,529
1706
$756K ﹤0.01%
23,636
-184,551
1707
$755K ﹤0.01%
7,121
+1,061
1708
$755K ﹤0.01%
150,828
+26,185
1709
$750K ﹤0.01%
+30,037
1710
$750K ﹤0.01%
249,884
+157,085
1711
$745K ﹤0.01%
248,484
+140,333
1712
$740K ﹤0.01%
52,886
+15,316
1713
$738K ﹤0.01%
7,934
-7,697
1714
$736K ﹤0.01%
4,082
+1,711
1715
$734K ﹤0.01%
9,929
-10,065
1716
$731K ﹤0.01%
16,598
+13,061
1717
$729K ﹤0.01%
61
-17
1718
$728K ﹤0.01%
8,628
-18,797
1719
$727K ﹤0.01%
60,521
+44,693
1720
$727K ﹤0.01%
11,740
+1,565
1721
$727K ﹤0.01%
66,144
-10,526
1722
$721K ﹤0.01%
52,641
-77,904
1723
$720K ﹤0.01%
6,560
-105
1724
$716K ﹤0.01%
6,114
-52,930
1725
$715K ﹤0.01%
11,898