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
1501
$832K ﹤0.01%
19,375
+7,701
1502
$829K ﹤0.01%
103,607
-8,410
1503
$826K ﹤0.01%
+13,311
1504
$826K ﹤0.01%
30,613
-10,223
1505
$825K ﹤0.01%
19,198
+1,630
1506
$825K ﹤0.01%
21,154
-10,832
1507
$825K ﹤0.01%
137,527
+2,187
1508
$817K ﹤0.01%
136,225
+66,272
1509
$815K ﹤0.01%
16,623
+870
1510
$813K ﹤0.01%
13,127
-7,511
1511
$813K ﹤0.01%
80,966
+68,232
1512
$813K ﹤0.01%
36,983
+30,403
1513
$813K ﹤0.01%
+135,436
1514
$813K ﹤0.01%
31,225
+8,741
1515
$811K ﹤0.01%
10,266
+43
1516
$804K ﹤0.01%
24,348
+22,934
1517
$803K ﹤0.01%
5,153
-1,381
1518
$801K ﹤0.01%
16,346
+5,782
1519
$801K ﹤0.01%
36,459
+6,169
1520
$793K ﹤0.01%
26,454
-348
1521
$789K ﹤0.01%
7,571
-715
1522
$782K ﹤0.01%
33,986
+2,018
1523
$782K ﹤0.01%
33,979
+32,918
1524
$768K ﹤0.01%
85,304
+79,391
1525
$766K ﹤0.01%
85,197
-43,350