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
1951
$455K ﹤0.01%
11,359
+9,819
1952
$453K ﹤0.01%
8,758
-10,748
1953
$453K ﹤0.01%
22,614
+4,033
1954
$452K ﹤0.01%
90,520
-459,356
1955
$452K ﹤0.01%
7,048
-2,704
1956
$451K ﹤0.01%
69,454
+51,949
1957
$451K ﹤0.01%
8,153
-24,097
1958
$451K ﹤0.01%
8,356
+5,755
1959
$450K ﹤0.01%
17,300
+1,063
1960
$450K ﹤0.01%
5,614
-4,656
1961
$447K ﹤0.01%
6,502
-4,255
1962
$445K ﹤0.01%
12,719
+7,745
1963
$444K ﹤0.01%
11,380
-9,962
1964
$441K ﹤0.01%
87,811
-184,289
1965
$440K ﹤0.01%
68,154
-76,759
1966
$436K ﹤0.01%
97,080
-89,480
1967
$433K ﹤0.01%
8,020
-33,711
1968
$433K ﹤0.01%
36,030
-9,645
1969
$432K ﹤0.01%
11,504
+10,672
1970
$431K ﹤0.01%
12,697
+334
1971
$429K ﹤0.01%
107,653
+59,855
1972
$428K ﹤0.01%
11,134
+7,822
1973
$427K ﹤0.01%
19,425
+13,299
1974
$427K ﹤0.01%
18,583
-4,064
1975
$427K ﹤0.01%
17,065
-38,038