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
$163B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$1.15B
3 +$646M
4
MRNA icon
Moderna
MRNA
+$520M
5
QCOM icon
Qualcomm
QCOM
+$510M

Top Sells

1 +$1.15B
2 +$763M
3 +$482M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431M
5
MSFT icon
Microsoft
MSFT
+$374M

Sector Composition

1 Technology 24.56%
2 Financials 14.36%
3 Healthcare 11.73%
4 Consumer Discretionary 10.6%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$3.13M ﹤0.01%
772,017
+194,870
1527
$3.12M ﹤0.01%
29,284
+23,445
1528
$3.12M ﹤0.01%
25,736
-32,891
1529
$3.12M ﹤0.01%
89,668
+14,435
1530
$3.12M ﹤0.01%
154,618
-14,568
1531
$3.11M ﹤0.01%
128,248
+62,300
1532
$3.1M ﹤0.01%
65,786
+30,313
1533
$3.1M ﹤0.01%
73,657
-2,146
1534
$3.1M ﹤0.01%
74,071
+32,876
1535
$3.09M ﹤0.01%
26,157
+12,566
1536
$3.08M ﹤0.01%
9,014
-2,895
1537
$3.07M ﹤0.01%
345,192
+267,253
1538
$3.05M ﹤0.01%
12,176
-7,902
1539
$3.05M ﹤0.01%
51,000
-73,371
1540
$3.05M ﹤0.01%
48,800
-130,813
1541
$3.04M ﹤0.01%
43,896
+17,236
1542
$3.04M ﹤0.01%
37,682
-213,224
1543
$3.03M ﹤0.01%
100,586
+373
1544
$3.03M ﹤0.01%
335,569
+138,285
1545
$3.03M ﹤0.01%
218,532
+139,616
1546
$3.03M ﹤0.01%
79,685
-34,682
1547
$3.02M ﹤0.01%
136,225
+1,225
1548
$3.02M ﹤0.01%
167,587
-142,309
1549
$3.02M ﹤0.01%
113,633
+34,535
1550
$3.01M ﹤0.01%
68,568
+18,520