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
301
$18.1M 0.03%
376,747
+78,315
302
$18M 0.03%
206,792
+103,389
303
$18M 0.03%
256,948
-317,662
304
$17.9M 0.03%
303,388
-55,052
305
$17.8M 0.03%
594,384
-83,682
306
$17.7M 0.03%
455,668
-478,067
307
$17.7M 0.03%
411,265
+318,465
308
$17.7M 0.03%
75,897
-10,883
309
$17.7M 0.03%
504,743
+338,133
310
$17.6M 0.03%
382,925
-689,419
311
$17.5M 0.03%
1,753,934
-980,983
312
$17.5M 0.03%
261,747
+54,801
313
$17.5M 0.03%
301,315
+75,596
314
$17.5M 0.03%
133,336
-32,400
315
$17.3M 0.03%
548,208
+126,844
316
$17.3M 0.03%
225,248
+95,152
317
$17.2M 0.03%
140,777
-64,385
318
$17.2M 0.03%
613,072
+272,021
319
$17M 0.03%
742,945
-8,967
320
$16.9M 0.03%
626,542
+74,204
321
$16.9M 0.03%
134,191
+36,989
322
$16.9M 0.03%
290,076
-10,412
323
$16.9M 0.03%
108,103
+5,722
324
$16.8M 0.03%
454,301
+261,151
325
$16.8M 0.03%
233,047
+151,589