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
1251
$1.48M ﹤0.01%
52,852
-13,442
1252
$1.48M ﹤0.01%
23,813
-6,749
1253
$1.47M ﹤0.01%
54,552
+27,414
1254
$1.47M ﹤0.01%
23,001
-27,244
1255
$1.47M ﹤0.01%
41,997
+9,470
1256
$1.46M ﹤0.01%
35,654
-25,965
1257
$1.46M ﹤0.01%
62,092
-88,344
1258
$1.46M ﹤0.01%
26,966
-6,529
1259
$1.45M ﹤0.01%
51,733
+586
1260
$1.45M ﹤0.01%
2,210
+354
1261
$1.44M ﹤0.01%
180,483
+14,909
1262
$1.44M ﹤0.01%
206,465
-64,261
1263
$1.44M ﹤0.01%
31,369
+14,256
1264
$1.44M ﹤0.01%
144,071
-7,742
1265
$1.44M ﹤0.01%
11,662
-57,632
1266
$1.43M ﹤0.01%
49,428
+4,614
1267
$1.43M ﹤0.01%
178,835
+178,285
1268
$1.43M ﹤0.01%
29,190
-799
1269
$1.43M ﹤0.01%
15,870
-18,216
1270
$1.43M ﹤0.01%
37,520
-1,120
1271
$1.42M ﹤0.01%
129,302
-7,323
1272
$1.42M ﹤0.01%
33,008
-2,666
1273
$1.42M ﹤0.01%
157,477
-2,861,250
1274
$1.42M ﹤0.01%
31,458
-2,883
1275
$1.41M ﹤0.01%
20,785
-12,210