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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,081
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$319M
3 +$293M
4
GILD icon
Gilead Sciences
GILD
+$242M
5
V icon
Visa
V
+$240M

Top Sells

1 +$421M
2 +$363M
3 +$295M
4
BABA icon
Alibaba
BABA
+$263M
5
IBM icon
IBM
IBM
+$237M

Sector Composition

1 Technology 12.26%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.79%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$633K ﹤0.01%
13,761
+11,699
1552
$632K ﹤0.01%
18,600
-17,256
1553
$631K ﹤0.01%
15,767
-1,484
1554
$629K ﹤0.01%
21,680
+18,922
1555
$628K ﹤0.01%
27,288
-9,078
1556
$627K ﹤0.01%
20,960
+9,250
1557
$627K ﹤0.01%
12,049
-2,440
1558
$626K ﹤0.01%
39,101
+33,634
1559
$622K ﹤0.01%
7,579
-3,833
1560
$622K ﹤0.01%
310,916
+147,790
1561
$621K ﹤0.01%
44,387
+44,149
1562
$619K ﹤0.01%
29,476
+21,454
1563
$619K ﹤0.01%
+47,600
1564
$617K ﹤0.01%
41,166
-70,650
1565
$617K ﹤0.01%
36,338
+24,225
1566
$617K ﹤0.01%
44,123
-5,693
1567
$617K ﹤0.01%
4,162
-21,493
1568
$616K ﹤0.01%
25,858
+1,956
1569
$613K ﹤0.01%
43,761
+19,421
1570
$612K ﹤0.01%
32,161
-45,630
1571
$612K ﹤0.01%
10,542
+3,591
1572
$611K ﹤0.01%
11,516
-11,039
1573
$611K ﹤0.01%
33,930
-44
1574
$610K ﹤0.01%
7,173
-6,454
1575
$610K ﹤0.01%
46,876
+12,241