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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,081
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$319M
3 +$293M
4
GILD icon
Gilead Sciences
GILD
+$242M
5
V icon
Visa
V
+$240M

Top Sells

1 +$421M
2 +$363M
3 +$295M
4
BABA icon
Alibaba
BABA
+$263M
5
IBM icon
IBM
IBM
+$237M

Sector Composition

1 Technology 12.26%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.79%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$78.8M 0.12%
2,582,894
-566,330
77
$78.5M 0.12%
665,006
-545,367
78
$77.4M 0.12%
549,046
-273,417
79
$76.3M 0.12%
4,995,000
-733,680
80
$71.8M 0.11%
1,259,045
+309,613
81
$71.2M 0.11%
4,620,740
-2,554,510
82
$69.2M 0.11%
5,319,403
-1,290,172
83
$68.5M 0.1%
53,212
-11,092
84
$67.9M 0.1%
859,754
-3,331,742
85
$67.7M 0.1%
260,201
-86,407
86
$67.3M 0.1%
325,289
-24,557
87
$65.7M 0.1%
1,399,726
+256,551
88
$65.7M 0.1%
1,113,420
+166,923
89
$65.2M 0.1%
2,715,793
-468,220
90
$65.1M 0.1%
823,975
-391,893
91
$63.9M 0.1%
6,262,390
+1,637,720
92
$63.2M 0.1%
1,108,688
+24,649
93
$62.8M 0.1%
190,330
+25,125
94
$62.7M 0.1%
608,947
+248,434
95
$62M 0.09%
2,697,711
+1,080,217
96
$61.6M 0.09%
299,101
-190,730
97
$61.2M 0.09%
1,855,258
-45,522
98
$60.6M 0.09%
830,436
-214,480
99
$60.6M 0.09%
1,955,500
-2,764
100
$60.5M 0.09%
1,579,150
-134,695