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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,081
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$319M
3 +$293M
4
GILD icon
Gilead Sciences
GILD
+$242M
5
V icon
Visa
V
+$240M

Top Sells

1 +$421M
2 +$363M
3 +$295M
4
BABA icon
Alibaba
BABA
+$263M
5
IBM icon
IBM
IBM
+$237M

Sector Composition

1 Technology 12.26%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.79%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$23.6M 0.04%
472,662
+282,701
252
$23.4M 0.04%
974,687
+267,729
253
$23.3M 0.04%
170,049
-73,486
254
$23.2M 0.04%
2,320,874
+707,081
255
$22.8M 0.03%
300,202
+51,486
256
$22.6M 0.03%
514,429
-7,807
257
$22.3M 0.03%
620,805
+35,661
258
$22.1M 0.03%
325,214
+184,777
259
$22.1M 0.03%
669,436
+2,537
260
$22M 0.03%
800,200
-95,216
261
$22M 0.03%
378,723
-198,925
262
$21.8M 0.03%
1,453,694
+133,139
263
$21.8M 0.03%
138,770
-160,699
264
$21.7M 0.03%
23,632
+18,625
265
$21.6M 0.03%
771,241
-660,035
266
$21.6M 0.03%
287,874
-321,600
267
$21.5M 0.03%
185,573
-94,793
268
$21.4M 0.03%
281,365
-11,987
269
$21.4M 0.03%
190,798
-1,659,689
270
$21.4M 0.03%
520,889
-59,493
271
$21.3M 0.03%
1,445,827
+58,027
272
$21.3M 0.03%
342,581
+90,792
273
$20.9M 0.03%
242,552
-199,340
274
$20.7M 0.03%
345,423
+58,570
275
$20.2M 0.03%
359,946
+30,137