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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,081
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$319M
3 +$293M
4
GILD icon
Gilead Sciences
GILD
+$242M
5
V icon
Visa
V
+$240M

Top Sells

1 +$421M
2 +$363M
3 +$295M
4
BABA icon
Alibaba
BABA
+$263M
5
IBM icon
IBM
IBM
+$237M

Sector Composition

1 Technology 12.26%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.79%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$316K ﹤0.01%
105,283
+72,851
1827
$315K ﹤0.01%
5,251
+1,241
1828
$314K ﹤0.01%
20,953
+17,459
1829
$313K ﹤0.01%
8,452
+5,135
1830
$313K ﹤0.01%
5,917
+5,264
1831
$312K ﹤0.01%
11,170
-15,030
1832
$311K ﹤0.01%
15,552
+704
1833
$307K ﹤0.01%
17,025
-43,064
1834
$307K ﹤0.01%
+5,426
1835
$304K ﹤0.01%
13,816
+13,731
1836
$304K ﹤0.01%
388
-1,571
1837
$303K ﹤0.01%
3,994
-264
1838
$303K ﹤0.01%
+8,900
1839
$303K ﹤0.01%
9,484
-7,036
1840
$302K ﹤0.01%
12,593
+9,550
1841
$302K ﹤0.01%
379,790
-226,221
1842
$302K ﹤0.01%
+15,928
1843
$301K ﹤0.01%
15,020
+3,330
1844
$301K ﹤0.01%
14,450
+14,447
1845
$301K ﹤0.01%
27,381
+2,976
1846
$300K ﹤0.01%
28,856
+8,287
1847
$297K ﹤0.01%
7,252
-4,543
1848
$297K ﹤0.01%
3,971
+593
1849
$297K ﹤0.01%
24,781
+24,514
1850
$296K ﹤0.01%
+10,207