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
2726
$254K ﹤0.01%
24,276
-12,537
2727
$254K ﹤0.01%
33,612
-1,585
2728
$253K ﹤0.01%
23,005
+4,425
2729
$251K ﹤0.01%
4,301
2730
$251K ﹤0.01%
16,888
+11,202
2731
$249K ﹤0.01%
37,963
+24,701
2732
$248K ﹤0.01%
+3,218
2733
$248K ﹤0.01%
3,673
-2,616
2734
$246K ﹤0.01%
9,411
+6,242
2735
$246K ﹤0.01%
9,369
+1,645
2736
$242K ﹤0.01%
31,482
-273,005
2737
$241K ﹤0.01%
30,000
-810
2738
$241K ﹤0.01%
10,332
+6,852
2739
$240K ﹤0.01%
16,070
+9,798
2740
$239K ﹤0.01%
16,035
+10,308
2741
$239K ﹤0.01%
3,348
2742
$238K ﹤0.01%
+1,899
2743
$237K ﹤0.01%
6,415
+3,176
2744
$236K ﹤0.01%
58,909
+15,028
2745
$236K ﹤0.01%
10,414
+6,595
2746
$235K ﹤0.01%
20,402
-2,048
2747
$233K ﹤0.01%
41,643
+15,853
2748
$233K ﹤0.01%
31,399
+16,040
2749
$233K ﹤0.01%
1,966
+1,305
2750
$232K ﹤0.01%
7,500