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
201
$49.7M 0.05%
1,182,466
+100,883
202
$49.6M 0.05%
5,315,085
+1,253,829
203
$49.2M 0.05%
1,200,155
-3,949,497
204
$49.1M 0.05%
3,776,262
+1,351,936
205
$48.6M 0.05%
666,186
-43,768
206
$48.6M 0.05%
1,129,732
+726,219
207
$47.9M 0.05%
+577,636
208
$47.3M 0.05%
860,440
+2,593
209
$47.1M 0.05%
2,768,745
+631,430
210
$47.1M 0.05%
821,574
+90,293
211
$47M 0.05%
511,275
-87,059
212
$46.9M 0.05%
148,262
-185
213
$46.6M 0.05%
763,492
+20,348
214
$46.1M 0.05%
1,316,547
+1,048,493
215
$46M 0.05%
597,081
-160,424
216
$45M 0.05%
516,972
+3,483
217
$44.6M 0.05%
910,864
+617,763
218
$44.3M 0.05%
836,816
-73,123
219
$44.3M 0.05%
641,849
+78,963
220
$44.2M 0.05%
828,354
+77,412
221
$44M 0.05%
594,122
-154,489
222
$43.9M 0.05%
488,157
-122,080
223
$43.2M 0.04%
1,234,666
-66,615
224
$43.1M 0.04%
512,633
-290,662
225
$42.8M 0.04%
534,626
+383,576