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
1801
$1.8M ﹤0.01%
+180,371
1802
$1.8M ﹤0.01%
36,348
-26,356
1803
$1.79M ﹤0.01%
46,623
-21,329
1804
$1.79M ﹤0.01%
47,974
-25,859
1805
$1.79M ﹤0.01%
7,359
+2,934
1806
$1.79M ﹤0.01%
71,015
-42,698
1807
$1.79M ﹤0.01%
50,097
-37,276
1808
$1.78M ﹤0.01%
+9,621
1809
$1.78M ﹤0.01%
23,877
-42,573
1810
$1.78M ﹤0.01%
+202,116
1811
$1.78M ﹤0.01%
27,868
-44,692
1812
$1.78M ﹤0.01%
38,451
-23,278
1813
$1.78M ﹤0.01%
36,065
-135
1814
$1.77M ﹤0.01%
43,452
-30,619
1815
$1.77M ﹤0.01%
37,326
+4,554
1816
$1.77M ﹤0.01%
+176,174
1817
$1.77M ﹤0.01%
48,250
-24,061
1818
$1.77M ﹤0.01%
55,293
-63,414
1819
$1.77M ﹤0.01%
60,833
-163,320
1820
$1.76M ﹤0.01%
28,247
-6,955
1821
$1.76M ﹤0.01%
84,075
-31,223
1822
$1.76M ﹤0.01%
43,526
-144,250
1823
$1.75M ﹤0.01%
85,301
-115,454
1824
$1.75M ﹤0.01%
96,940
-61,002
1825
$1.75M ﹤0.01%
36,174
-751,681