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
2176
$180K ﹤0.01%
5,121
+2,804
2177
$180K ﹤0.01%
4,511
-10,688
2178
$178K ﹤0.01%
2,624
-850
2179
$177K ﹤0.01%
52
-45
2180
$177K ﹤0.01%
17,705
-5,135
2181
$176K ﹤0.01%
2,338
+1,035
2182
$176K ﹤0.01%
2,879
-33,732
2183
$176K ﹤0.01%
176,319
+42,219
2184
$175K ﹤0.01%
14,644
+9,676
2185
$175K ﹤0.01%
250
-1,882
2186
$174K ﹤0.01%
5,638
-2,511
2187
$174K ﹤0.01%
3,104
+3,036
2188
$173K ﹤0.01%
86,874
+7,331
2189
$173K ﹤0.01%
10,799
-1,293
2190
$173K ﹤0.01%
6,580
-498
2191
$173K ﹤0.01%
413
+394
2192
$172K ﹤0.01%
3,179
-1,260
2193
$171K ﹤0.01%
12,734
-4,228
2194
$170K ﹤0.01%
2,526
-4,822
2195
$170K ﹤0.01%
3,277
-1,424
2196
$170K ﹤0.01%
5,157
+3,529
2197
$169K ﹤0.01%
36,664
+23,560
2198
$169K ﹤0.01%
13,103
+12,253
2199
$168K ﹤0.01%
1,835
+219
2200
$168K ﹤0.01%
3,499
-5,043