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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.52B
2 +$645M
3 +$557M
4
NUAN
Nuance Communications, Inc.
NUAN
+$392M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$354M

Top Sells

1 +$1.17B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$262M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.13%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$216M 0.1%
+1,241,690
127
$214M 0.1%
2,202,963
+1,214,574
128
$212M 0.1%
1,110,428
+300,310
129
$212M 0.1%
1,461,637
+130,325
130
$211M 0.1%
1,461,291
-338,520
131
$204M 0.1%
517,237
+15,223
132
$200M 0.09%
1,240,232
+84,375
133
$198M 0.09%
930,066
+146,062
134
$197M 0.09%
13,249,378
+4,619,708
135
$197M 0.09%
515,030
+59,614
136
$196M 0.09%
5,740,772
+122,886
137
$195M 0.09%
822,979
+124,162
138
$191M 0.09%
4,171,124
+300,276
139
$189M 0.09%
951,471
+74,639
140
$185M 0.09%
2,691,321
+44,088
141
$184M 0.09%
1,159,650
-167,892
142
$184M 0.09%
2,676,572
-900,947
143
$184M 0.09%
442,635
+4,448
144
$181M 0.09%
1,284,163
+168,382
145
$180M 0.09%
687,635
-47,745
146
$179M 0.08%
585,258
+69,729
147
$178M 0.08%
504,025
+89,991
148
$171M 0.08%
777,529
+83,448
149
$170M 0.08%
988,068
+133,378
150
$168M 0.08%
2,492,055
+314,817