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
$163B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$1.15B
3 +$646M
4
MRNA icon
Moderna
MRNA
+$520M
5
QCOM icon
Qualcomm
QCOM
+$510M

Top Sells

1 +$1.15B
2 +$763M
3 +$482M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431M
5
MSFT icon
Microsoft
MSFT
+$374M

Sector Composition

1 Technology 24.56%
2 Financials 14.36%
3 Healthcare 11.73%
4 Consumer Discretionary 10.6%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$415K ﹤0.01%
4,157
+2,754
2577
$414K ﹤0.01%
27,527
-10,495
2578
$414K ﹤0.01%
165,530
+31,809
2579
$410K ﹤0.01%
27,438
-130,120
2580
$408K ﹤0.01%
+2,367
2581
$407K ﹤0.01%
21,526
+6,901
2582
$407K ﹤0.01%
15,000
-2,676,722
2583
$407K ﹤0.01%
29,050
+12,251
2584
$404K ﹤0.01%
32,816
+21,766
2585
$403K ﹤0.01%
88,560
+33,176
2586
$400K ﹤0.01%
20,391
+12,412
2587
$397K ﹤0.01%
582
+285
2588
$396K ﹤0.01%
5,785
+3,837
2589
$395K ﹤0.01%
+63,600
2590
$394K ﹤0.01%
15,363
+1,197
2591
$394K ﹤0.01%
115,727
+76,756
2592
$393K ﹤0.01%
2,700
-297
2593
$392K ﹤0.01%
45,983
+16,535
2594
$389K ﹤0.01%
8,426
+3,697
2595
$385K ﹤0.01%
94,199
+62,483
2596
$385K ﹤0.01%
2,573
+1,707
2597
$384K ﹤0.01%
88,443
+13,624
2598
$384K ﹤0.01%
25,680
-10,960
2599
$383K ﹤0.01%
28,986
+18,582
2600
$383K ﹤0.01%
141,246
+91,907