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
$154B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$2.42B
3 +$1.81B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74B
5
AMZN icon
Amazon
AMZN
+$1.27B

Top Sells

1 +$1.54B
2 +$549M
3 +$452M
4
STLA icon
Stellantis
STLA
+$326M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$239M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.25M ﹤0.01%
36,878
-4,534
1952
$1.25M ﹤0.01%
10,968
-14,406
1953
$1.25M ﹤0.01%
17,039
+7,788
1954
$1.25M ﹤0.01%
61,868
-24,917
1955
$1.25M ﹤0.01%
67,166
-31,718
1956
$1.25M ﹤0.01%
321,924
1957
$1.24M ﹤0.01%
38,877
-10,915
1958
$1.24M ﹤0.01%
122,778
-271,348
1959
$1.24M ﹤0.01%
12,230
-9,216
1960
$1.24M ﹤0.01%
33,165
-10,715
1961
$1.24M ﹤0.01%
292,644
+205,179
1962
$1.24M ﹤0.01%
19,249
-9,872
1963
$1.22M ﹤0.01%
39,920
+28,206
1964
$1.22M ﹤0.01%
15,000
+13,595
1965
$1.22M ﹤0.01%
33,365
+11,087
1966
$1.22M ﹤0.01%
116,942
+16,782
1967
$1.22M ﹤0.01%
110,670
-9,355
1968
$1.22M ﹤0.01%
145,235
-54,498
1969
$1.22M ﹤0.01%
139,390
-25,931
1970
$1.21M ﹤0.01%
90,771
-28,752
1971
$1.21M ﹤0.01%
38,494
-6,704
1972
$1.21M ﹤0.01%
21,615
+9,970
1973
$1.21M ﹤0.01%
123,829
+70,276
1974
$1.21M ﹤0.01%
14,840
1975
$1.21M ﹤0.01%
8,055
+1,801