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
1776
$2.1M ﹤0.01%
71,643
+40,578
1777
$2.1M ﹤0.01%
39,623
-216,194
1778
$2.09M ﹤0.01%
210,975
+112,608
1779
$2.09M ﹤0.01%
459,117
-102,086
1780
$2.08M ﹤0.01%
344,613
-17,000
1781
$2.08M ﹤0.01%
28,429
+197
1782
$2.08M ﹤0.01%
32,051
+12,604
1783
$2.07M ﹤0.01%
41,286
-25,527
1784
$2.07M ﹤0.01%
35,101
-9,433
1785
$2.05M ﹤0.01%
115,298
+20,577
1786
$2.05M ﹤0.01%
42,520
+12,422
1787
$2.05M ﹤0.01%
34,827
-14,862
1788
$2.04M ﹤0.01%
590,910
+391,460
1789
$2.04M ﹤0.01%
30,373
+25,643
1790
$2.04M ﹤0.01%
740,339
+32,912
1791
$2.04M ﹤0.01%
57,210
+3,790
1792
$2.04M ﹤0.01%
47,454
+8,701
1793
$2.04M ﹤0.01%
24,358
+9,969
1794
$2.03M ﹤0.01%
74,946
+34,253
1795
$2.03M ﹤0.01%
35,052
-19,792
1796
$2.03M ﹤0.01%
69,108
+22,220
1797
$2.01M ﹤0.01%
20,607
+3,033
1798
$2.01M ﹤0.01%
154,854
-22,705
1799
$2M ﹤0.01%
66,211
-5,757
1800
$1.98M ﹤0.01%
39,871
+23,131