Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1
+$2.17B
2
+$1.84B
3
+$1.36B
4
LIN icon
Linde
LIN
+$743M
5
DD icon
DuPont de Nemours
DD
+$592M

Top Sells

1
+$1.5B
2
+$311M
3
+$281M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3776
– –
-2,603
3777
$0 ﹤0.01%
30
3778
– –
-2,949
3779
– –
-559
3780
$0 ﹤0.01%
130
-614,320
3781
– –
-18,976
3782
– –
-800
3783
– –
-11,857
3784
– –
-31,705
3785
– –
-10,000
3786
– –
-800
3787
– –
-18,808
3788
– –
-10,696
3789
– –
-4,161
3790
– –
-47,871
3791
– –
-30
3792
– –
-4,925
3793
– –
-431,680
3794
– –
-116,666
3795
– –
-6,638
3796
– –
-7,816
3797
– –
-69
3798
– –
-136,768
3799
– –
-8,387
3800
– –
-12,353
150 151
152
153 154