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
1076
$2.36M ﹤0.01%
46,355
-173,075
1077
$2.36M ﹤0.01%
377,158
-303,649
1078
$2.36M ﹤0.01%
76,098
-4,254
1079
$2.35M ﹤0.01%
195,587
-96,858
1080
$2.35M ﹤0.01%
31,706
+17,828
1081
$2.34M ﹤0.01%
180,203
+42,469
1082
$2.34M ﹤0.01%
22,242
+16,953
1083
$2.33M ﹤0.01%
97,069
-1,290
1084
$2.32M ﹤0.01%
154,504
-70,872
1085
$2.31M ﹤0.01%
51,337
-1,787
1086
$2.29M ﹤0.01%
32,232
-1,314
1087
$2.27M ﹤0.01%
94,560
-41,642
1088
$2.27M ﹤0.01%
174,458
-87,260
1089
$2.27M ﹤0.01%
56,639
-44,869
1090
$2.25M ﹤0.01%
53,440
-27,305
1091
$2.23M ﹤0.01%
123,842
+93,454
1092
$2.22M ﹤0.01%
27,768
+27,747
1093
$2.21M ﹤0.01%
100,399
+1,786
1094
$2.21M ﹤0.01%
53,893
+53,072
1095
$2.21M ﹤0.01%
95,983
-10,176
1096
$2.2M ﹤0.01%
95,832
-15,936
1097
$2.2M ﹤0.01%
40,805
-34,572
1098
$2.19M ﹤0.01%
117,027
+34,345
1099
$2.18M ﹤0.01%
103,767
-11,458
1100
$2.17M ﹤0.01%
154,829
+10,714