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
1701
$2.09M ﹤0.01%
25,514
-14,367
1702
$2.08M ﹤0.01%
+212,522
1703
$2.07M ﹤0.01%
140,000
1704
$2.07M ﹤0.01%
64,720
-36,460
1705
$2.07M ﹤0.01%
612,583
+341,037
1706
$2.07M ﹤0.01%
+300,815
1707
$2.07M ﹤0.01%
60,927
-60,425
1708
$2.06M ﹤0.01%
112,000
-62,797
1709
$2.05M ﹤0.01%
18,414
-17,451
1710
$2.05M ﹤0.01%
62,748
-26,141
1711
$2.05M ﹤0.01%
77,785
-73,067
1712
$2.04M ﹤0.01%
122,382
-29,278
1713
$2.04M ﹤0.01%
114,882
-57,887
1714
$2.04M ﹤0.01%
47,206
-13,500
1715
$2.03M ﹤0.01%
57,083
-3,488
1716
$2.03M ﹤0.01%
54,444
-41,298
1717
$2.03M ﹤0.01%
49,550
-29,473
1718
$2.03M ﹤0.01%
141,923
-1,469,228
1719
$2.03M ﹤0.01%
49,065
-30,383
1720
$2.03M ﹤0.01%
+25,800
1721
$2.01M ﹤0.01%
11,790
-4,855
1722
$2.01M ﹤0.01%
39,058
-16,827
1723
$2.01M ﹤0.01%
34,157
-169,288
1724
$2.01M ﹤0.01%
+200,000
1725
$2M ﹤0.01%
42,599
-52,623