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
1601
$2.82M ﹤0.01%
24,262
-23,778
1602
$2.8M ﹤0.01%
83,202
-29,587
1603
$2.8M ﹤0.01%
76,558
+32,525
1604
$2.8M ﹤0.01%
125,335
+90,128
1605
$2.79M ﹤0.01%
61,411
+29,135
1606
$2.79M ﹤0.01%
60,706
-181,286
1607
$2.79M ﹤0.01%
24,533
+8,153
1608
$2.78M ﹤0.01%
34,873
+7,594
1609
$2.78M ﹤0.01%
63,871
+17,026
1610
$2.77M ﹤0.01%
68,252
+22,121
1611
$2.76M ﹤0.01%
107,359
+30,948
1612
$2.75M ﹤0.01%
17,128
-12,235
1613
$2.74M ﹤0.01%
58,221
+25,140
1614
$2.74M ﹤0.01%
74,859
-42,947
1615
$2.74M ﹤0.01%
63,829
+15,154
1616
$2.74M ﹤0.01%
40,226
+9,181
1617
$2.74M ﹤0.01%
37,419
+24,947
1618
$2.74M ﹤0.01%
30,559
-49,508
1619
$2.73M ﹤0.01%
30,163
+8,288
1620
$2.73M ﹤0.01%
179,470
+29,091
1621
$2.73M ﹤0.01%
100,362
+30,951
1622
$2.72M ﹤0.01%
65,889
+8,953
1623
$2.72M ﹤0.01%
86,205
+15,087
1624
$2.71M ﹤0.01%
67,086
-77,596
1625
$2.7M ﹤0.01%
50,919
+15,170