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
1651
$2.58M ﹤0.01%
53,534
-176,101
1652
$2.58M ﹤0.01%
67,761
+22,665
1653
$2.57M ﹤0.01%
83,790
-34,536
1654
$2.57M ﹤0.01%
32,076
+15,737
1655
$2.57M ﹤0.01%
107,819
-102,051
1656
$2.57M ﹤0.01%
76,198
+23,687
1657
$2.56M ﹤0.01%
55,885
+6,908
1658
$2.56M ﹤0.01%
63,486
-233,040
1659
$2.56M ﹤0.01%
20,900
-58,896
1660
$2.54M ﹤0.01%
460,953
+404,388
1661
$2.54M ﹤0.01%
27,126
-738
1662
$2.54M ﹤0.01%
69,953
+26,693
1663
$2.53M ﹤0.01%
45,108
+27,726
1664
$2.53M ﹤0.01%
136,835
-2,728
1665
$2.52M ﹤0.01%
64,598
+27,667
1666
$2.51M ﹤0.01%
94,494
+3,755
1667
$2.5M ﹤0.01%
64,658
-20,380
1668
$2.5M ﹤0.01%
150,852
+29,812
1669
$2.5M ﹤0.01%
23,341
+7,974
1670
$2.49M ﹤0.01%
77,538
+10,914
1671
$2.48M ﹤0.01%
25,600
+239
1672
$2.48M ﹤0.01%
39,985
-9,551
1673
$2.47M ﹤0.01%
24,111
+4,093
1674
$2.47M ﹤0.01%
152,700
+55,438
1675
$2.47M ﹤0.01%
157,942
-39,814