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
1326
$1.27M ﹤0.01%
8,157
-20,053
1327
$1.27M ﹤0.01%
126,511
+124,966
1328
$1.26M ﹤0.01%
5,464
+1,650
1329
$1.26M ﹤0.01%
84,192
-184,587
1330
$1.26M ﹤0.01%
37,029
-24,031
1331
$1.26M ﹤0.01%
78,610
-35,293
1332
$1.25M ﹤0.01%
104,580
-501,227
1333
$1.25M ﹤0.01%
13,555
-11,118
1334
$1.25M ﹤0.01%
29,064
-12,369
1335
$1.25M ﹤0.01%
23,978
-5,600
1336
$1.24M ﹤0.01%
82,869
+41,019
1337
$1.24M ﹤0.01%
14,946
1338
$1.24M ﹤0.01%
14,588
+10,517
1339
$1.23M ﹤0.01%
56,162
-36,884
1340
$1.23M ﹤0.01%
9,632
+2,842
1341
$1.23M ﹤0.01%
22,003
-7,291
1342
$1.23M ﹤0.01%
33,236
+26,282
1343
$1.23M ﹤0.01%
72,312
-2,357,163
1344
$1.23M ﹤0.01%
38,321
-3,886
1345
$1.23M ﹤0.01%
30,645
-839
1346
$1.23M ﹤0.01%
8,275
-2,848
1347
$1.22M ﹤0.01%
55,590
-496,850
1348
$1.22M ﹤0.01%
42,128
+7,062
1349
$1.22M ﹤0.01%
36,902
+4,539
1350
$1.22M ﹤0.01%
27,496
-35,424