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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$1.82M ﹤0.01%
25,314
-21,272
1452
$1.82M ﹤0.01%
98,719
-34,612
1453
$1.81M ﹤0.01%
41,502
+19,836
1454
$1.81M ﹤0.01%
40,627
-16,865
1455
$1.81M ﹤0.01%
9,874
+599
1456
$1.81M ﹤0.01%
548,649
-2,484,387
1457
$1.8M ﹤0.01%
16,630
+3,811
1458
$1.8M ﹤0.01%
136,577
+52,580
1459
$1.8M ﹤0.01%
25,345
-8,340
1460
$1.8M ﹤0.01%
68,253
+4,188
1461
$1.8M ﹤0.01%
49,144
-5,134
1462
$1.79M ﹤0.01%
321,742
+88,107
1463
$1.79M ﹤0.01%
48,722
+27,047
1464
$1.78M ﹤0.01%
111,483
-239,163
1465
$1.78M ﹤0.01%
218,619
+62,404
1466
$1.77M ﹤0.01%
110,280
+35,296
1467
$1.77M ﹤0.01%
37,075
-4,395
1468
$1.77M ﹤0.01%
80,293
+40,470
1469
$1.76M ﹤0.01%
55,154
+43,063
1470
$1.76M ﹤0.01%
37,706
+16,544
1471
$1.75M ﹤0.01%
40,896
+4,429
1472
$1.75M ﹤0.01%
78,417
-11,258
1473
$1.75M ﹤0.01%
30,066
-16,728
1474
$1.74M ﹤0.01%
80,027
+80,000
1475
$1.73M ﹤0.01%
49,735
-115,568