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
$163B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$1.15B
3 +$646M
4
MRNA icon
Moderna
MRNA
+$520M
5
QCOM icon
Qualcomm
QCOM
+$510M

Top Sells

1 +$1.15B
2 +$763M
3 +$482M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431M
5
MSFT icon
Microsoft
MSFT
+$374M

Sector Composition

1 Technology 24.56%
2 Financials 14.36%
3 Healthcare 11.73%
4 Consumer Discretionary 10.6%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.06B 0.4%
3,638,936
+1,033,363
27
$1.02B 0.38%
5,595,392
+2,789,445
28
$993M 0.37%
2,867,569
-27,142
29
$968M 0.36%
14,550,970
+4,761,860
30
$963M 0.36%
1,697,771
-177,809
31
$930M 0.35%
15,439,090
-4,225,880
32
$916M 0.34%
14,455,941
+1,302,787
33
$900M 0.34%
2,261,091
-326,684
34
$892M 0.33%
15,101,710
+574,305
35
$884M 0.33%
5,407,096
+567,656
36
$845M 0.32%
3,324,987
+566,888
37
$839M 0.31%
16,668,918
-3,677,827
38
$839M 0.31%
3,302,119
+2,047,118
39
$821M 0.31%
1,446,526
+465,780
40
$804M 0.3%
2,238,861
-118,612
41
$793M 0.3%
2,957,049
+1,109,995
42
$787M 0.29%
2,057,879
+496,964
43
$784M 0.29%
5,061,373
+69,931
44
$782M 0.29%
1,172,646
+68,711
45
$766M 0.29%
2,772,422
+877,346
46
$758M 0.28%
1,179,139
+59,417
47
$726M 0.27%
5,045,687
+1,084,422
48
$683M 0.25%
3,033,778
+984,406
49
$682M 0.25%
6,588,894
+1,937,158
50
$673M 0.25%
10,774,103
+2,538,066