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
1226
$1.55M ﹤0.01%
35,611
+3,595
1227
$1.54M ﹤0.01%
81,251
-19,190
1228
$1.54M ﹤0.01%
34,201
-15,365
1229
$1.54M ﹤0.01%
51,198
+51,117
1230
$1.53M ﹤0.01%
24,350
+2,198
1231
$1.53M ﹤0.01%
13,336
+11,296
1232
$1.53M ﹤0.01%
84,941
-136,269
1233
$1.53M ﹤0.01%
9,562
+2,782
1234
$1.53M ﹤0.01%
25,483
+24,930
1235
$1.53M ﹤0.01%
10,245
+5,751
1236
$1.52M ﹤0.01%
41,177
+33,640
1237
$1.52M ﹤0.01%
43,488
-13,209
1238
$1.52M ﹤0.01%
34,616
+4,356
1239
$1.52M ﹤0.01%
21,058
+20,945
1240
$1.51M ﹤0.01%
181,810
-352,321
1241
$1.5M ﹤0.01%
79,043
-949
1242
$1.5M ﹤0.01%
100,182
-482,195
1243
$1.5M ﹤0.01%
55,695
-115,726
1244
$1.49M ﹤0.01%
57,404
-71,512
1245
$1.49M ﹤0.01%
+1,725
1246
$1.49M ﹤0.01%
248,443
+14,274
1247
$1.49M ﹤0.01%
12,484
+3,617
1248
$1.48M ﹤0.01%
78,041
+77,945
1249
$1.48M ﹤0.01%
59,321
-13,584
1250
$1.48M ﹤0.01%
47,770
+43,684