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
176
$57.9M 0.06%
636,785
+101,052
177
$57.6M 0.06%
900,725
-78,445
178
$56.8M 0.06%
738,251
-9,805
179
$55.5M 0.06%
854,000
+114,754
180
$55.4M 0.06%
1,759,048
+321,596
181
$55.1M 0.06%
+672,362
182
$54.9M 0.06%
1,524,850
+393,222
183
$54.9M 0.06%
1,142,987
+585,856
184
$54.4M 0.06%
989,770
+121,247
185
$54.2M 0.06%
1,782,213
-41,983
186
$54.2M 0.06%
4,924,349
+4,140,014
187
$54.1M 0.06%
1,711,547
+425,047
188
$53.7M 0.06%
+895,465
189
$53M 0.05%
595,588
+279,526
190
$53M 0.05%
963,426
+374,233
191
$52.6M 0.05%
1,195,488
+349,734
192
$52.6M 0.05%
571,231
+168,545
193
$52.5M 0.05%
403,874
+188,045
194
$52.4M 0.05%
455,285
+214,266
195
$52.4M 0.05%
+508,252
196
$52.3M 0.05%
2,176,102
+382,391
197
$51.6M 0.05%
537,068
+193,100
198
$51.5M 0.05%
2,710,362
+824,186
199
$51M 0.05%
1,185,732
-32,372
200
$50.5M 0.05%
352,991
+58,150