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
401
$20.9M 0.02%
409,347
+330,414
402
$20.8M 0.02%
595,549
+229,037
403
$20.7M 0.02%
2,301,398
+382,288
404
$20.5M 0.02%
169,681
+13,582
405
$20.5M 0.02%
31,060
+24,930
406
$20.3M 0.02%
372,973
+282,851
407
$20.3M 0.02%
259,751
-170,184
408
$20.2M 0.02%
421,533
+12,255
409
$20.2M 0.02%
276,360
-93,515
410
$20.2M 0.02%
479,789
-78,075
411
$20.1M 0.02%
772,675
-47,474
412
$20M 0.02%
392,623
+389,404
413
$20M 0.02%
+201,553
414
$19.9M 0.02%
586,361
+141,934
415
$19.8M 0.02%
247,899
-3,325
416
$19.8M 0.02%
377,664
-34,528
417
$19.8M 0.02%
195,817
-48,356
418
$19.8M 0.02%
235,405
-214,376
419
$19.7M 0.02%
375,789
-102,995
420
$19.7M 0.02%
255,358
-40,355
421
$19.6M 0.02%
316,456
+41,185
422
$19.5M 0.02%
975,830
-190,602
423
$19.5M 0.02%
812,189
+666,166
424
$19.4M 0.02%
605,390
+141,986
425
$19.4M 0.02%
265,323
-434,256