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
1576
$674K ﹤0.01%
11,478
-974
1577
$673K ﹤0.01%
9,336
+8,779
1578
$671K ﹤0.01%
37,255
-16,774
1579
$671K ﹤0.01%
31,936
-32,871
1580
$671K ﹤0.01%
10,000
-1,239
1581
$669K ﹤0.01%
33,449
+26,512
1582
$661K ﹤0.01%
33,078
+16,564
1583
$661K ﹤0.01%
12,229
+4,414
1584
$659K ﹤0.01%
16,506
-19,963
1585
$655K ﹤0.01%
15,967
+14,437
1586
$653K ﹤0.01%
42,800
+19,712
1587
$650K ﹤0.01%
+6,413
1588
$649K ﹤0.01%
29,479
+27,589
1589
$645K ﹤0.01%
64,516
+11,590
1590
$645K ﹤0.01%
10,228
-1,598
1591
$644K ﹤0.01%
5,910
-7,405
1592
$642K ﹤0.01%
14,594
-29,956
1593
$640K ﹤0.01%
3,899
-3,384
1594
$638K ﹤0.01%
17,251
+16,870
1595
$636K ﹤0.01%
39,740
-14,935
1596
$636K ﹤0.01%
57,800
+42,776
1597
$633K ﹤0.01%
1,546
-41
1598
$633K ﹤0.01%
21,788
-2,787
1599
$632K ﹤0.01%
11,488
-61,624
1600
$632K ﹤0.01%
7,802
+5,575