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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$2.9M ﹤0.01%
143,418
+36,321
1202
$2.89M ﹤0.01%
+100,000
1203
$2.88M ﹤0.01%
46,644
-7,107
1204
$2.88M ﹤0.01%
554,790
+264,356
1205
$2.87M ﹤0.01%
125,471
-56,505
1206
$2.87M ﹤0.01%
51,252
-29,333
1207
$2.87M ﹤0.01%
17,399
+2,089
1208
$2.86M ﹤0.01%
126,138
-136,010
1209
$2.86M ﹤0.01%
116,852
+67,309
1210
$2.85M ﹤0.01%
183,112
+63,880
1211
$2.85M ﹤0.01%
262,462
+91,557
1212
$2.85M ﹤0.01%
48,285
-115,923
1213
$2.85M ﹤0.01%
64,001
+11,816
1214
$2.84M ﹤0.01%
132,019
-104,715
1215
$2.84M ﹤0.01%
74,999
+42,027
1216
$2.83M ﹤0.01%
361,146
-31,460
1217
$2.82M ﹤0.01%
105,435
-39,953
1218
$2.82M ﹤0.01%
38,241
+11,706
1219
$2.82M ﹤0.01%
112,098
+5,014
1220
$2.81M ﹤0.01%
122,783
+22,582
1221
$2.81M ﹤0.01%
84,359
+9,973
1222
$2.8M ﹤0.01%
135,576
-225,000
1223
$2.79M ﹤0.01%
136,338
+27,106
1224
$2.78M ﹤0.01%
97,905
-28,827
1225
$2.78M ﹤0.01%
67,735
-13,456