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
2151
$891K ﹤0.01%
8,380
+2,266
2152
$891K ﹤0.01%
26,316
+10,711
2153
$890K ﹤0.01%
22,011
-2,861
2154
$889K ﹤0.01%
81,293
+72,432
2155
$888K ﹤0.01%
8,558
-775
2156
$887K ﹤0.01%
464,172
-78,000
2157
$882K ﹤0.01%
98,663
+16,256
2158
$880K ﹤0.01%
222,891
+2,416
2159
$878K ﹤0.01%
23,768
+10,519
2160
$877K ﹤0.01%
23,411
+5,489
2161
$877K ﹤0.01%
130,921
+69,866
2162
$877K ﹤0.01%
29,438
+28,721
2163
$876K ﹤0.01%
60,024
-265,928
2164
$876K ﹤0.01%
18,023
-9,778
2165
$875K ﹤0.01%
32,093
-47,618
2166
$875K ﹤0.01%
30,189
+17,489
2167
$875K ﹤0.01%
19,261
+7,754
2168
$873K ﹤0.01%
87,810
2169
$870K ﹤0.01%
75,430
+10,990
2170
$868K ﹤0.01%
88,753
+15,677
2171
$867K ﹤0.01%
33,121
+22,437
2172
$867K ﹤0.01%
8,854
-811
2173
$866K ﹤0.01%
27,143
+15,198
2174
$866K ﹤0.01%
14,770
+11,970
2175
$866K ﹤0.01%
9,901
+4,502