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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$392M
2 +$382M
3 +$366M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274M
5
GILD icon
Gilead Sciences
GILD
+$216M

Top Sells

1 +$3.14B
2 +$422M
3 +$324M
4
WFC icon
Wells Fargo
WFC
+$250M
5
DD icon
DuPont de Nemours
DD
+$219M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.36%
3 Financials 7.83%
4 Communication Services 6.68%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$819K ﹤0.01%
19,950
-68,152
1702
$818K ﹤0.01%
2,273
-71
1703
$817K ﹤0.01%
15,704
-39,890
1704
$816K ﹤0.01%
50,980
+673
1705
$815K ﹤0.01%
30,204
-2,964
1706
$815K ﹤0.01%
27,394
-22,577
1707
$813K ﹤0.01%
26,224
+16,773
1708
$813K ﹤0.01%
29,046
-9,065
1709
$813K ﹤0.01%
4,516
+551
1710
$812K ﹤0.01%
28,003
+26,260
1711
$811K ﹤0.01%
21,332
1712
$808K ﹤0.01%
13,482
-3,948
1713
$797K ﹤0.01%
88,563
+87,973
1714
$796K ﹤0.01%
29,456
+11,010
1715
$790K ﹤0.01%
14,917
+5,132
1716
$789K ﹤0.01%
27,194
+16,763
1717
$789K ﹤0.01%
19,738
-7,639
1718
$788K ﹤0.01%
102,632
-114,498
1719
$786K ﹤0.01%
21,234
+18,558
1720
$786K ﹤0.01%
65,434
+5,393
1721
$784K ﹤0.01%
19,143
-896
1722
$781K ﹤0.01%
86,824
-5,005
1723
$773K ﹤0.01%
1,290
-1,039
1724
$772K ﹤0.01%
17,965
-18,180
1725
$771K ﹤0.01%
13,074
+12,294