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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$49.2M 0.05%
1,262,388
-1,465,139
177
$49.2M 0.05%
439,150
+29,963
178
$49M 0.05%
1,139,518
-420,668
179
$49M 0.05%
388,518
+352,951
180
$48.9M 0.05%
1,098,750
+141,908
181
$48.7M 0.05%
1,058,449
+289,791
182
$48.6M 0.05%
1,034,860
+179,562
183
$48.5M 0.05%
1,562,874
+549,257
184
$48.4M 0.05%
597,725
+70,529
185
$48.1M 0.05%
3,696,807
+3,348,865
186
$47.9M 0.05%
474,637
+340,712
187
$47.9M 0.05%
772,459
-708,001
188
$47.4M 0.05%
740,056
-56,917
189
$46.9M 0.05%
768,768
-787,974
190
$46.5M 0.04%
332,224
-206,670
191
$46M 0.04%
469,106
+55,837
192
$45.7M 0.04%
915,874
+192,125
193
$45.7M 0.04%
1,113,999
-220,494
194
$45.5M 0.04%
534,936
+158,633
195
$45.3M 0.04%
281,266
+97,941
196
$45M 0.04%
371,655
+150,143
197
$45M 0.04%
1,096,552
-267,016
198
$44.9M 0.04%
642,142
-480,219
199
$44.8M 0.04%
1,145,848
-31,015
200
$44.6M 0.04%
4,464,679
+1,961,147