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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$818M
3
+$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1
+$349M
2
+$158M
3
+$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4026
$2K ﹤0.01%
121
-9,403
4027
$2K ﹤0.01%
36
-1,300
4028
$2K ﹤0.01%
2,369
-2,299
4029
$2K ﹤0.01%
3,027
-10,068
4030
$2K ﹤0.01%
28,700
+583
4031
$1K ﹤0.01%
+1
4032
$1K ﹤0.01%
126
-500
4033
$1K ﹤0.01%
25
-698
4034
$1K ﹤0.01%
45
-1,455
4035
$1K ﹤0.01%
100
-493
4036
$1K ﹤0.01%
29
-16,914
4037
$1K ﹤0.01%
348
4038
$1K ﹤0.01%
77
4039
$1K ﹤0.01%
1,000
4040
$1K ﹤0.01%
162
-4,278
4041
$1K ﹤0.01%
9
-1,165
4042
$1K ﹤0.01%
209
-11,591
4043
$1K ﹤0.01%
+104
4044
$1K ﹤0.01%
96
-1,379
4045
$1K ﹤0.01%
60
-1,617
4046
$1K ﹤0.01%
172
-794
4047
$1K ﹤0.01%
33
-3,663
4048
$1K ﹤0.01%
299
-2,162
4049
$1K ﹤0.01%
67
-1,453
4050
$1K ﹤0.01%
50
160 161
162
163 164