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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,081
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$319M
3 +$293M
4
GILD icon
Gilead Sciences
GILD
+$242M
5
V icon
Visa
V
+$240M

Top Sells

1 +$421M
2 +$363M
3 +$295M
4
BABA icon
Alibaba
BABA
+$263M
5
IBM icon
IBM
IBM
+$237M

Sector Composition

1 Technology 12.26%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.79%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$192M 0.29%
6,464,560
+1,688,780
27
$173M 0.26%
6,670,406
+1,396,462
28
$172M 0.26%
1,155,108
-414,187
29
$168M 0.26%
1,166,204
-1,644,605
30
$168M 0.26%
5,250,148
-755,709
31
$166M 0.25%
1,315,152
+67,652
32
$164M 0.25%
5,861,279
-78,755
33
$157M 0.24%
771,852
+131,713
34
$156M 0.24%
4,718,853
+926,756
35
$153M 0.23%
3,009,158
-423,452
36
$149M 0.23%
2,531,714
-349,547
37
$149M 0.23%
1,835,111
-473,839
38
$144M 0.22%
1,317,510
-2,021,579
39
$141M 0.22%
1,768,012
+680,251
40
$134M 0.2%
2,708,652
-52,723
41
$128M 0.2%
1,292,038
-67,154
42
$125M 0.19%
1,583,395
+1,464,615
43
$125M 0.19%
4,025,967
+392,110
44
$122M 0.19%
3,047,192
-1,090,004
45
$122M 0.19%
2,645,097
-1,104,457
46
$118M 0.18%
1,932,089
+1,185,163
47
$117M 0.18%
1,192,420
+75,051
48
$114M 0.17%
808,018
+272,792
49
$113M 0.17%
758,873
-150,755
50
$112M 0.17%
1,181,765
-482,778