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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

Sector Composition

1 Technology 24.09%
2 Healthcare 14.19%
3 Financials 12.53%
4 Consumer Discretionary 10.33%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$1.02M ﹤0.01%
49,421
-89,793
2052
$1.02M ﹤0.01%
16,607
+9,479
2053
$1.02M ﹤0.01%
25,412
+3,486
2054
$1.02M ﹤0.01%
13,160
-4,495
2055
$1.02M ﹤0.01%
127,436
+124,316
2056
$1.02M ﹤0.01%
19,775
-14,451
2057
$1.02M ﹤0.01%
163,021
+121,325
2058
$1.01M ﹤0.01%
4,553
-4,776
2059
$1.01M ﹤0.01%
31,582
+3,341
2060
$1.01M ﹤0.01%
53,775
-3,171
2061
$1.01M ﹤0.01%
49
2062
$1.01M ﹤0.01%
102,013
-783,832
2063
$1.01M ﹤0.01%
100,000
2064
$1M ﹤0.01%
28,589
+19,868
2065
$1M ﹤0.01%
34,395
-4,418
2066
$1M ﹤0.01%
97,190
2067
$1M ﹤0.01%
8,493
+3,799
2068
$1M ﹤0.01%
49,260
-61,164
2069
$1M ﹤0.01%
97,500
2070
$996K ﹤0.01%
32,980
2071
$994K ﹤0.01%
27,302
-11,967
2072
$993K ﹤0.01%
24,507
+8,404
2073
$992K ﹤0.01%
1,943
-3,175
2074
$990K ﹤0.01%
+30,179
2075
$989K ﹤0.01%
8,833
+954