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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$392M
2 +$382M
3 +$366M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274M
5
GILD icon
Gilead Sciences
GILD
+$216M

Top Sells

1 +$3.14B
2 +$422M
3 +$324M
4
WFC icon
Wells Fargo
WFC
+$250M
5
DD icon
DuPont de Nemours
DD
+$219M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.36%
3 Financials 7.83%
4 Communication Services 6.68%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$19.3M 0.02%
431,292
-268,148
427
$19.2M 0.02%
+124,470
428
$19.1M 0.02%
592,992
-2,848,904
429
$19.1M 0.02%
318,505
+53,826
430
$19.1M 0.02%
317,692
-11,214
431
$19M 0.02%
365,701
+139,063
432
$18.9M 0.02%
124,281
+55,535
433
$18.8M 0.02%
313,507
+29,839
434
$18.7M 0.02%
623,352
+362,745
435
$18.7M 0.02%
745,734
+184,964
436
$18.7M 0.02%
491,839
-115,791
437
$18.6M 0.02%
270,203
-92,161
438
$18.6M 0.02%
620,091
-24,736
439
$18.6M 0.02%
640,238
-70,883
440
$18.5M 0.02%
207,744
+101,935
441
$18.4M 0.02%
468,968
+53,294
442
$18.4M 0.02%
239,415
-29,267
443
$18.4M 0.02%
657,848
-303,149
444
$18.2M 0.02%
520,697
-29,478
445
$18.1M 0.02%
226,866
-849,498
446
$18.1M 0.02%
906,757
-255,799
447
$18.1M 0.02%
258,062
-336,060
448
$18M 0.02%
581,809
+579,610
449
$18M 0.02%
359,584
-6,520
450
$17.9M 0.02%
265,252
-1,002