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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.54B
2 +$767M
3 +$756M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$624M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.06%
2 Healthcare 9.01%
3 Technology 8.02%
4 Communication Services 6.97%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$39.6M 0.05%
+1,049,822
177
$39.6M 0.05%
+681,317
178
$39.4M 0.05%
+496,771
179
$39.1M 0.05%
+211,935
180
$38.9M 0.05%
+599,728
181
$38.8M 0.05%
+1,092,034
182
$38.8M 0.05%
+936,597
183
$38.7M 0.05%
+1,180,454
184
$38.5M 0.05%
+636,135
185
$37.5M 0.05%
+906,564
186
$37.5M 0.05%
+1,154,205
187
$37.2M 0.05%
+631,561
188
$37.2M 0.05%
+775,721
189
$37.1M 0.05%
+1,199,908
190
$37.1M 0.05%
+463,767
191
$37M 0.05%
+171,785
192
$36.9M 0.05%
+966,266
193
$36.7M 0.05%
+1,083,518
194
$36.1M 0.04%
+537,923
195
$36M 0.04%
+493,185
196
$35.9M 0.04%
+868,059
197
$35.7M 0.04%
+2,123,290
198
$35.5M 0.04%
+533,617
199
$35.4M 0.04%
+623,740
200
$35.2M 0.04%
+1,404,876