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
26
$246M 0.28%
4,286,854
+4,017,086
27
$246M 0.28%
7,950,879
-6,789,807
28
$245M 0.28%
3,026,955
+29,789
29
$241M 0.28%
3,715,368
+772,148
30
$237M 0.27%
4,943,570
+3,602,145
31
$230M 0.27%
3,830,816
+1,320
32
$229M 0.26%
8,491,677
-819,604
33
$221M 0.26%
2,632,444
+1,051,631
34
$221M 0.25%
2,456,744
-457,785
35
$219M 0.25%
2,841,641
-2,976,415
36
$214M 0.25%
2,483,810
+1,844,705
37
$198M 0.23%
5,355,595
+2,754,571
38
$197M 0.23%
4,919,567
+308,127
39
$192M 0.22%
4,006,279
+455,548
40
$186M 0.21%
1,238,424
+247,693
41
$183M 0.21%
3,658,086
-807,642
42
$180M 0.21%
5,136,318
-417,280
43
$178M 0.21%
3,298,028
-1,875,289
44
$177M 0.2%
2,297,298
+1,049,648
45
$173M 0.2%
1,158,949
-306,849
46
$172M 0.2%
6,302,790
-1,405,155
47
$171M 0.2%
3,984,390
+91,626
48
$169M 0.2%
1,782,223
+114,195
49
$166M 0.19%
5,914,858
-2,397,712
50
$163M 0.19%
1,993,477
-5,194,988