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
1901
$686K ﹤0.01%
40,430
-16,696
1902
$685K ﹤0.01%
52,715
+20,026
1903
$682K ﹤0.01%
75,725
+57,572
1904
$682K ﹤0.01%
40,114
+35,882
1905
$679K ﹤0.01%
+73,388
1906
$679K ﹤0.01%
17,404
+1,042
1907
$678K ﹤0.01%
28,246
+17,891
1908
$677K ﹤0.01%
6,144
+1,341
1909
$676K ﹤0.01%
11,093
-5,913
1910
$676K ﹤0.01%
4,423
+773
1911
$674K ﹤0.01%
21,056
-3,013
1912
$673K ﹤0.01%
8,463
-1,080
1913
$670K ﹤0.01%
7,050
-3,462
1914
$670K ﹤0.01%
+13,391
1915
$670K ﹤0.01%
23,112
-3,259
1916
$669K ﹤0.01%
7,513
-21,508
1917
$668K ﹤0.01%
44,494
+44,432
1918
$667K ﹤0.01%
9,530
+4,330
1919
$665K ﹤0.01%
17,042
-5,090
1920
$663K ﹤0.01%
28,874
-37,933
1921
$663K ﹤0.01%
1,280
+433
1922
$663K ﹤0.01%
25,497
+5,020
1923
$662K ﹤0.01%
13,787
+10,267
1924
$661K ﹤0.01%
11,598
-1,381
1925
$661K ﹤0.01%
14,224
-21,798