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
651
$22M 0.01%
238,692
+3,797
652
$21.8M 0.01%
468,459
-38,855
653
$21.6M 0.01%
545,375
+3,463
654
$21.6M 0.01%
392,868
+3,391
655
$21.6M 0.01%
1,140,037
+1,059,952
656
$21.5M 0.01%
128,508
+5,485
657
$21.4M 0.01%
930,113
-37,365
658
$21.4M 0.01%
257,962
-60,398
659
$21.4M 0.01%
188,361
+12,887
660
$21.3M 0.01%
118,277
-16,701
661
$21.2M 0.01%
92,889
+34,471
662
$21.1M 0.01%
344,500
663
$20.9M 0.01%
229,693
+116,604
664
$20.7M 0.01%
198,036
-35,863
665
$20.7M 0.01%
506,652
+303,669
666
$20.7M 0.01%
936,398
-1,338,133
667
$20.7M 0.01%
208,500
+27,200
668
$20.5M 0.01%
100,030
+76,642
669
$20.4M 0.01%
258,456
+58,295
670
$20.3M 0.01%
157,422
-245,207
671
$20.3M 0.01%
132,151
+16,953
672
$20.1M 0.01%
166,211
-32,472
673
$20M 0.01%
254,526
-232,022
674
$20M 0.01%
146,394
-75,674
675
$19.9M 0.01%
354,828
+53,857