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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$334M
2 +$231M
3 +$188M
4
VZ icon
Verizon
VZ
+$173M
5
MA icon
Mastercard
MA
+$159M

Top Sells

1 +$5.07B
2 +$840M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$520M
5
META icon
Meta Platforms (Facebook)
META
+$426M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.33%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$235K ﹤0.01%
7,125
+2,429
2102
$234K ﹤0.01%
902
-656
2103
$234K ﹤0.01%
26,008
+17,057
2104
$234K ﹤0.01%
5,998
-1,973
2105
$232K ﹤0.01%
15,446
-3,360
2106
$230K ﹤0.01%
5,740
+402
2107
$230K ﹤0.01%
9,551
-13,930
2108
$229K ﹤0.01%
10,431
-7,714
2109
$228K ﹤0.01%
8,991
-2,360
2110
$228K ﹤0.01%
8,793
+8,409
2111
$228K ﹤0.01%
2,998
+1,674
2112
$227K ﹤0.01%
57,038
-59,472
2113
$226K ﹤0.01%
6,455
-3,379
2114
$224K ﹤0.01%
4,478
+3,241
2115
$224K ﹤0.01%
22,429
+8,983
2116
$222K ﹤0.01%
4,949
-3,478
2117
$222K ﹤0.01%
15,888
+11,359
2118
$222K ﹤0.01%
4,739
-1,399
2119
$219K ﹤0.01%
14,629
-703
2120
$219K ﹤0.01%
5,920
-320
2121
$216K ﹤0.01%
7,946
-4,794
2122
$216K ﹤0.01%
8,981
-1,659
2123
$216K ﹤0.01%
1,973
+1,748
2124
$215K ﹤0.01%
5,200
2125
$214K ﹤0.01%
35,645
-7,618