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
2126
$442K ﹤0.01%
63,109
+59,415
2127
$442K ﹤0.01%
7,622
2128
$442K ﹤0.01%
15,241
+14,522
2129
$440K ﹤0.01%
+22,024
2130
$440K ﹤0.01%
14,526
-38,482
2131
$440K ﹤0.01%
25,880
+14,590
2132
$440K ﹤0.01%
110,293
+31,778
2133
$440K ﹤0.01%
11,007
-21,947
2134
$439K ﹤0.01%
48,706
+4,855
2135
$438K ﹤0.01%
15,950
-24,876
2136
$437K ﹤0.01%
219,303
+100,555
2137
$436K ﹤0.01%
9,910
-6,086
2138
$435K ﹤0.01%
112,562
+99,604
2139
$434K ﹤0.01%
18,050
+5,585
2140
$433K ﹤0.01%
18,047
+10,181
2141
$430K ﹤0.01%
18,703
+4,760
2142
$429K ﹤0.01%
13
+12
2143
$429K ﹤0.01%
20,458
+193
2144
$426K ﹤0.01%
22,467
-6,730
2145
$425K ﹤0.01%
5,307
+2,891
2146
$425K ﹤0.01%
6,854
-464,900
2147
$424K ﹤0.01%
+48,161
2148
$424K ﹤0.01%
24,922
+366
2149
$423K ﹤0.01%
+10,584
2150
$423K ﹤0.01%
6,219
+1,800