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
2301
$121K ﹤0.01%
3,201
+538
2302
$121K ﹤0.01%
9,272
+499
2303
$120K ﹤0.01%
7,914
-1,742
2304
$120K ﹤0.01%
4,427
-2,753
2305
$120K ﹤0.01%
11,991
-162,091
2306
$119K ﹤0.01%
14,825
+12,344
2307
$119K ﹤0.01%
8,218
-7,204
2308
$118K ﹤0.01%
3,587
+2,626
2309
$118K ﹤0.01%
6,937
-2,560
2310
$118K ﹤0.01%
3,686
-14,119
2311
$118K ﹤0.01%
2,615
-889
2312
$118K ﹤0.01%
6,948
-6,641
2313
$116K ﹤0.01%
718
-678
2314
$116K ﹤0.01%
4,036
-5,039
2315
$116K ﹤0.01%
1,703
-4,427
2316
$115K ﹤0.01%
56,840
-15,569
2317
$115K ﹤0.01%
+412
2318
$115K ﹤0.01%
1,603
-184
2319
$114K ﹤0.01%
3,071
+142
2320
$114K ﹤0.01%
14,290
-3,369
2321
$114K ﹤0.01%
8,760
-211,123
2322
$113K ﹤0.01%
4,497
-5,257
2323
$113K ﹤0.01%
7,526
-1,010
2324
$113K ﹤0.01%
2,270
-3,886
2325
$113K ﹤0.01%
2,805
+1,515