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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$767M
3 +$756M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$624M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.06%
2 Healthcare 9.01%
3 Technology 8.02%
4 Communication Services 6.97%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$117M 0.15%
+1,030,233
52
$116M 0.14%
+2,004,255
53
$115M 0.14%
+3,396,254
54
$115M 0.14%
+2,611,101
55
$113M 0.14%
+1,380,728
56
$111M 0.14%
+2,536,418
57
$110M 0.14%
+1,824,812
58
$104M 0.13%
+702,132
59
$104M 0.13%
+5,182,255
60
$102M 0.13%
+1,108,321
61
$101M 0.13%
+8,967,128
62
$99.6M 0.12%
+4,891,320
63
$97.2M 0.12%
+2,168,297
64
$96.9M 0.12%
+6,154,480
65
$95.9M 0.12%
+1,961,578
66
$95.3M 0.12%
+6,860,480
67
$93.5M 0.12%
+1,597,921
68
$92.7M 0.12%
+1,239,461
69
$90.1M 0.11%
+560,343
70
$88.8M 0.11%
+1,987,341
71
$87.9M 0.11%
+4,212,236
72
$87.8M 0.11%
+1,631,124
73
$87M 0.11%
+2,104,607
74
$86.7M 0.11%
+4,298,274
75
$86.2M 0.11%
+4,070,149