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
2201
$168K ﹤0.01%
6,361
-4,870
2202
$168K ﹤0.01%
3,518
2203
$166K ﹤0.01%
4,597
-299
2204
$166K ﹤0.01%
2,761
-152
2205
$166K ﹤0.01%
13,524
+10,108
2206
$166K ﹤0.01%
4,638
-3,274
2207
$165K ﹤0.01%
2,807
-536
2208
$165K ﹤0.01%
8,258
-1,769
2209
$164K ﹤0.01%
81,879
+40,873
2210
$164K ﹤0.01%
4,426
-2,041
2211
$164K ﹤0.01%
3,540
+567
2212
$164K ﹤0.01%
1,824
-333
2213
$162K ﹤0.01%
161,667
-163,577
2214
$162K ﹤0.01%
3,002
-6,129
2215
$161K ﹤0.01%
6,700
+2,200
2216
$161K ﹤0.01%
10,028
-7,317
2217
$161K ﹤0.01%
2,971
-575
2218
$160K ﹤0.01%
3,548
-12,320
2219
$159K ﹤0.01%
7,572
-13,954
2220
$159K ﹤0.01%
4,981
-1,006
2221
$159K ﹤0.01%
3,130
-51,571
2222
$156K ﹤0.01%
4,591
+1,526
2223
$156K ﹤0.01%
3,401
-1,853
2224
$155K ﹤0.01%
19,337
+17,161
2225
$155K ﹤0.01%
2,415
+1,445