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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,482
New
Increased
Reduced
Closed

Top Buys

1 +$2.85B
2 +$277M
3 +$217M
4
JNJ icon
Johnson & Johnson
JNJ
+$203M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$191M

Top Sells

1 +$1.2B
2 +$484M
3 +$342M
4
T icon
AT&T
T
+$286M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.19%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$7.06M 0.01%
153,442
-6,224
677
$7.04M 0.01%
281,103
+95,549
678
$7.04M 0.01%
125,708
-18,665
679
$7.01M 0.01%
143,143
-180,989
680
$7M 0.01%
191,890
-25,598
681
$7M 0.01%
243,135
+185,400
682
$6.88M 0.01%
169,958
-49,381
683
$6.86M 0.01%
187,548
+29,091
684
$6.83M 0.01%
133,970
+21,224
685
$6.82M 0.01%
99,230
-80,650
686
$6.82M 0.01%
239,200
+63,064
687
$6.79M 0.01%
13,580,280
-7,817,120
688
$6.77M 0.01%
94,098
-53,083
689
$6.74M 0.01%
284,910
-9,318
690
$6.69M 0.01%
188,540
+165,346
691
$6.68M 0.01%
514,153
+53,440
692
$6.67M 0.01%
155,050
-56,206
693
$6.66M 0.01%
237,744
+192,865
694
$6.65M 0.01%
9,784
-21,276
695
$6.64M 0.01%
61,539
+2,472
696
$6.63M 0.01%
58,122
-98,151
697
$6.62M 0.01%
91,849
+138
698
$6.57M 0.01%
229,269
+58,716
699
$6.57M 0.01%
198,990
+12,546
700
$6.53M 0.01%
127,940
-93,759