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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$334M
2 +$231M
3 +$188M
4
VZ icon
Verizon
VZ
+$173M
5
MA icon
Mastercard
MA
+$159M

Top Sells

1 +$5.07B
2 +$840M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$520M
5
META icon
Meta Platforms (Facebook)
META
+$426M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.33%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-281,746
3902
-11,049
3903
-11,858
3904
-6,755
3905
-33,568
3906
-99
3907
-401,867
3908
-733
3909
-205,448
3910
-94,266
3911
-24,067
3912
-94,314
3913
-48,873
3914
-113,353
3915
-732
3916
-26,355
3917
-217,283
3918
-8,507
3919
-85,750
3920
-4,533
3921
-292,856
3922
-484,301
3923
-348,732
3924
-5,225
3925
-1,128,949