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
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.84B
3 +$1.36B
4
LIN icon
Linde
LIN
+$743M
5
DD icon
DuPont de Nemours
DD
+$592M

Top Sells

1 +$1.5B
2 +$311M
3 +$281M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$14.6M 0.01%
215,435
+49,690
602
$14.6M 0.01%
799,976
+456,181
603
$14.6M 0.01%
628,795
-919
604
$14.5M 0.01%
60,913
+3,706
605
$14.5M 0.01%
869,671
-17,716
606
$14.5M 0.01%
508,241
+89,393
607
$14.5M 0.01%
255,406
-1,400
608
$14.5M 0.01%
195,598
-4,019
609
$14.5M 0.01%
73,895
-3,903
610
$14.1M 0.01%
424,303
+70,837
611
$14.1M 0.01%
480,376
+197,196
612
$14M 0.01%
347,848
+106,340
613
$13.8M 0.01%
275,730
-97,920
614
$13.8M 0.01%
261,258
+35,188
615
$13.8M 0.01%
256,369
+22,399
616
$13.8M 0.01%
344,500
617
$13.8M 0.01%
17,680
+4,666
618
$13.8M 0.01%
94,495
-21,693
619
$13.7M 0.01%
525,216
+169,486
620
$13.7M 0.01%
1,056,155
+240,982
621
$13.6M 0.01%
907,836
-69,384
622
$13.5M 0.01%
279,700
+126,298
623
$13.5M 0.01%
220,646
-102,428
624
$13.5M 0.01%
107,212
+18,768
625
$13.4M 0.01%
263,514
+120,670