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
101
$59.6M 0.09%
1,046,307
+51,092
102
$58.5M 0.09%
1,103,008
+225,659
103
$58.4M 0.09%
1,716,191
-142,833
104
$58.2M 0.09%
1,973,284
-1,221,460
105
$57.9M 0.09%
2,225,574
-5,152,136
106
$56.7M 0.09%
555,781
-80,689
107
$56.4M 0.09%
70,808
+15,247
108
$55.1M 0.08%
5,798,514
+626,444
109
$54.5M 0.08%
893,736
-75,063
110
$53.9M 0.08%
854,806
-420,362
111
$53.6M 0.08%
705,260
-888,088
112
$53M 0.08%
529,839
-209,118
113
$53M 0.08%
841,485
+36,461
114
$52.6M 0.08%
674,323
-137,018
115
$52.3M 0.08%
1,187,810
-3,120,172
116
$52.2M 0.08%
686,792
+55,835
117
$52.1M 0.08%
813,542
+551,259
118
$52M 0.08%
1,299,695
-137,831
119
$51.8M 0.08%
234,361
-20,714
120
$51.5M 0.08%
1,030,487
-71,952
121
$51.5M 0.08%
613,374
-18,033
122
$51.5M 0.08%
677,824
-32,634
123
$51.3M 0.08%
1,025,166
-12,166
124
$50.5M 0.08%
1,401,786
-165,451
125
$49.7M 0.08%
730,625
+228,799