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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$785K ﹤0.01%
67,606
-36,988
2402
$784K ﹤0.01%
32,761
-85,313
2403
$784K ﹤0.01%
102,651
-162,025
2404
$781K ﹤0.01%
73,182
-15,378
2405
$779K ﹤0.01%
31,701
-7,678
2406
$779K ﹤0.01%
+27,279
2407
$779K ﹤0.01%
+79,592
2408
$778K ﹤0.01%
23,851
-68,718
2409
$776K ﹤0.01%
12,258
-62,235
2410
$776K ﹤0.01%
39,169
-119,983
2411
$775K ﹤0.01%
15,590
-9,459
2412
$775K ﹤0.01%
57,157
-30,144
2413
$775K ﹤0.01%
39,890
-23,867
2414
$774K ﹤0.01%
36,954
-21,251
2415
$773K ﹤0.01%
63,206
-39,147
2416
$771K ﹤0.01%
132,864
-84,626
2417
$770K ﹤0.01%
86,488
-33,267
2418
$769K ﹤0.01%
+202,478
2419
$767K ﹤0.01%
9,205
-3,768
2420
$766K ﹤0.01%
39,136
-24,378
2421
$763K ﹤0.01%
14,685
-9,068
2422
$762K ﹤0.01%
16,467
-17,514
2423
$762K ﹤0.01%
9,535
-235,797
2424
$761K ﹤0.01%
+4,981
2425
$761K ﹤0.01%
+40,774