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
1726
$975K ﹤0.01%
13,919
+5,587
1727
$974K ﹤0.01%
13,723
-31,595
1728
$974K ﹤0.01%
31,419
+14,638
1729
$973K ﹤0.01%
5,201
-243
1730
$972K ﹤0.01%
+4,853
1731
$971K ﹤0.01%
323,692
+245,613
1732
$971K ﹤0.01%
13,125
-2,283
1733
$968K ﹤0.01%
50,400
+6,376
1734
$968K ﹤0.01%
6,903
+6,401
1735
$967K ﹤0.01%
+29,058
1736
$963K ﹤0.01%
160,527
+20,217
1737
$961K ﹤0.01%
23,447
+3,032
1738
$961K ﹤0.01%
192,122
+47,208
1739
$961K ﹤0.01%
16,279
-10,347
1740
$960K ﹤0.01%
17,766
-6,587
1741
$956K ﹤0.01%
34,204
-2,186
1742
$956K ﹤0.01%
119,476
+45,494
1743
$952K ﹤0.01%
+56,000
1744
$951K ﹤0.01%
19,852
-39,336
1745
$950K ﹤0.01%
5,588
+1,002
1746
$948K ﹤0.01%
14,153
+1,900
1747
$947K ﹤0.01%
13,931
+11,343
1748
$941K ﹤0.01%
17,388
+1,916
1749
$939K ﹤0.01%
104,587
+21,692
1750
$937K ﹤0.01%
38,551
+1,289