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
1976
$590K ﹤0.01%
147,530
+86,015
1977
$588K ﹤0.01%
13,996
-12,849
1978
$588K ﹤0.01%
12,500
-11,905
1979
$587K ﹤0.01%
20,286
-18,708
1980
$587K ﹤0.01%
26,716
+3,538
1981
$586K ﹤0.01%
9,752
-1,548
1982
$585K ﹤0.01%
11,701
+4,361
1983
$584K ﹤0.01%
7,784
-3,354
1984
$583K ﹤0.01%
11,419
-31,641
1985
$583K ﹤0.01%
10,598
-1,015
1986
$583K ﹤0.01%
18,819
+13,359
1987
$582K ﹤0.01%
44,786
-10,809
1988
$580K ﹤0.01%
27,645
+5,458
1989
$579K ﹤0.01%
48,229
+26,372
1990
$579K ﹤0.01%
24,057
-7,575
1991
$578K ﹤0.01%
48,109
-41,245
1992
$577K ﹤0.01%
52,674
+9,025
1993
$576K ﹤0.01%
44,352
-2,430
1994
$575K ﹤0.01%
7,459
-767
1995
$575K ﹤0.01%
19,664
-27,312
1996
$575K ﹤0.01%
12,777
+9,749
1997
$574K ﹤0.01%
13,669
-8,244
1998
$574K ﹤0.01%
+38,264
1999
$573K ﹤0.01%
+9,097
2000
$573K ﹤0.01%
24,868
+4,451