Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$818M
3
+$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1
+$349M
2
+$158M
3
+$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$319M 0.2%
2,402,030
+1,086,141
52
$313M 0.19%
3,729,518
+601,837
53
$309M 0.19%
4,373,211
+2,497,015
54
$303M 0.19%
73,734,600
+13,265,960
55
$301M 0.18%
7,034,967
+5,155,897
56
$299M 0.18%
1,441,286
+342,768
57
$291M 0.18%
3,476,353
+515,908
58
$283M 0.17%
1,434,431
+353,776
59
$275M 0.17%
5,526,984
-1,245,294
60
$270M 0.17%
4,106,532
+454,342
61
$261M 0.16%
3,319,076
+941,649
62
$260M 0.16%
2,266,702
+70,719
63
$259M 0.16%
2,377,102
+954,944
64
$255M 0.16%
3,400,604
+1,723,276
65
$255M 0.16%
9,242,473
-299,046
66
$254M 0.16%
5,369,949
+1,862,782
67
$250M 0.15%
1,355,530
-241,393
68
$249M 0.15%
2,177,476
+180,616
69
$244M 0.15%
1,191,342
+226,863
70
$241M 0.15%
4,416,014
+245,209
71
$239M 0.15%
1,650,418
+765,078
72
$234M 0.14%
3,922,543
-951,371
73
$233M 0.14%
2,165,575
+585,543
74
$231M 0.14%
883,819
+130,802
75
$230M 0.14%
1,817,616
+198,289
1 2
3
4 5