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
1951
$1.52M ﹤0.01%
28,984
+6,862
1952
$1.51M ﹤0.01%
36,528
+8,839
1953
$1.51M ﹤0.01%
23,419
+15,427
1954
$1.5M ﹤0.01%
71,001
+237
1955
$1.5M ﹤0.01%
100,332
+56,582
1956
$1.49M ﹤0.01%
14,453
-20,981
1957
$1.49M ﹤0.01%
94,211
+37,770
1958
$1.49M ﹤0.01%
35,255
+12,719
1959
$1.49M ﹤0.01%
10,999
-12,866
1960
$1.48M ﹤0.01%
40,469
-8,634
1961
$1.48M ﹤0.01%
35,492
+13,964
1962
$1.48M ﹤0.01%
85,813
+13,446
1963
$1.48M ﹤0.01%
64,637
+24,646
1964
$1.47M ﹤0.01%
4,181
+2,737
1965
$1.47M ﹤0.01%
57,509
+34,285
1966
$1.47M ﹤0.01%
68,382
+37,148
1967
$1.47M ﹤0.01%
26,000
1968
$1.46M ﹤0.01%
24,057
-27,512
1969
$1.46M ﹤0.01%
100,518
+50,349
1970
$1.46M ﹤0.01%
440,867
+292,435
1971
$1.46M ﹤0.01%
18,395
+5,683
1972
$1.46M ﹤0.01%
33,273
+4,368
1973
$1.46M ﹤0.01%
26,014
+20,298
1974
$1.45M ﹤0.01%
73,833
+20,580
1975
$1.45M ﹤0.01%
15,260
+7,205