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
1001
$7.82M ﹤0.01%
84,207
+28,626
1002
$7.82M ﹤0.01%
1,902,867
+1,773,116
1003
$7.78M ﹤0.01%
316,675
-248,247
1004
$7.77M ﹤0.01%
72,560
+28,481
1005
$7.77M ﹤0.01%
216,118
+91,398
1006
$7.76M ﹤0.01%
171,633
+56,456
1007
$7.76M ﹤0.01%
33,746
+19,090
1008
$7.75M ﹤0.01%
187,776
+46,855
1009
$7.74M ﹤0.01%
60,199
-18,168
1010
$7.73M ﹤0.01%
109,591
+22,798
1011
$7.69M ﹤0.01%
99,915
+5,968
1012
$7.67M ﹤0.01%
44,171
+29,106
1013
$7.64M ﹤0.01%
55,698
+3,817
1014
$7.63M ﹤0.01%
44,199
+22,743
1015
$7.6M ﹤0.01%
47,655
+14,023
1016
$7.6M ﹤0.01%
61,230
-53,287
1017
$7.59M ﹤0.01%
451,354
+59,240
1018
$7.58M ﹤0.01%
68,151
+24,835
1019
$7.58M ﹤0.01%
44,942
+19,133
1020
$7.55M ﹤0.01%
42,832
+23,312
1021
$7.54M ﹤0.01%
443,362
+123,733
1022
$7.52M ﹤0.01%
379,711
+52,961
1023
$7.49M ﹤0.01%
64,000
1024
$7.46M ﹤0.01%
460,826
-1,200,183
1025
$7.45M ﹤0.01%
78,250
+2,794