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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$767M
3 +$756M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$624M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.06%
2 Healthcare 9.01%
3 Technology 8.02%
4 Communication Services 6.97%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$65.3M 0.08%
+1,805,896
102
$64.7M 0.08%
+1,416,412
103
$64.5M 0.08%
+692,124
104
$64.5M 0.08%
+1,752,019
105
$64.3M 0.08%
+571,899
106
$61.8M 0.08%
+1,772,949
107
$61.5M 0.08%
+710,744
108
$61.2M 0.08%
+1,096,960
109
$60.9M 0.08%
+902,206
110
$60.8M 0.08%
+788,326
111
$60.7M 0.08%
+4,431,052
112
$59.5M 0.07%
+1,826,550
113
$59.3M 0.07%
+670,196
114
$59M 0.07%
+1,539,473
115
$58.7M 0.07%
+1,144,127
116
$58.5M 0.07%
+1,526,514
117
$58.5M 0.07%
+1,036,442
118
$58.4M 0.07%
+11,148,840
119
$57.8M 0.07%
+2,301,715
120
$57.5M 0.07%
+1,036,302
121
$57.3M 0.07%
+683,142
122
$56.9M 0.07%
+622,639
123
$56.9M 0.07%
+751,937
124
$56.6M 0.07%
+2,315,724
125
$56.4M 0.07%
+18,701,270