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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$818M
3 +$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1 +$349M
2 +$158M
3 +$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$2.2M ﹤0.01%
43,061
+6,645
1702
$2.2M ﹤0.01%
135,520
+59,861
1703
$2.2M ﹤0.01%
17,791
+4,666
1704
$2.2M ﹤0.01%
148,844
+97,175
1705
$2.2M ﹤0.01%
52,347
+6,894
1706
$2.19M ﹤0.01%
66,271
+12,944
1707
$2.19M ﹤0.01%
45,681
+19,533
1708
$2.19M ﹤0.01%
136,719
+55,478
1709
$2.18M ﹤0.01%
71,846
+40,516
1710
$2.18M ﹤0.01%
95,021
+59,979
1711
$2.17M ﹤0.01%
210,098
-175,267
1712
$2.17M ﹤0.01%
121,072
+76,823
1713
$2.17M ﹤0.01%
80,388
+32,125
1714
$2.16M ﹤0.01%
51,046
+6,971
1715
$2.16M ﹤0.01%
556,029
+359,634
1716
$2.15M ﹤0.01%
323,551
+293,651
1717
$2.15M ﹤0.01%
185,042
+99,038
1718
$2.15M ﹤0.01%
63,200
-223,314
1719
$2.15M ﹤0.01%
291,076
-333,495
1720
$2.15M ﹤0.01%
879,411
+780,453
1721
$2.14M ﹤0.01%
29,097
-3,508
1722
$2.14M ﹤0.01%
180,119
+99,868
1723
$2.14M ﹤0.01%
71,490
+40,531
1724
$2.14M ﹤0.01%
35,967
-31,407
1725
$2.14M ﹤0.01%
18,563
-11,420