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
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.84B
3 +$1.36B
4
LIN icon
Linde
LIN
+$743M
5
DD icon
DuPont de Nemours
DD
+$592M

Top Sells

1 +$1.5B
2 +$311M
3 +$281M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$726K ﹤0.01%
7,730
-102,115
2077
$725K ﹤0.01%
45,822
+11,855
2078
$722K ﹤0.01%
62,942
+6,158
2079
$722K ﹤0.01%
119,160
-17,144
2080
$719K ﹤0.01%
+60,800
2081
$718K ﹤0.01%
14,054
-2,724
2082
$717K ﹤0.01%
41,663
-17,488
2083
$711K ﹤0.01%
79,630
+27,382
2084
$707K ﹤0.01%
32,280
-8,414
2085
$705K ﹤0.01%
168,303
+156,990
2086
$705K ﹤0.01%
88,539
-24,941
2087
$705K ﹤0.01%
53,505
+5,830
2088
$704K ﹤0.01%
2,885
+1,053
2089
$704K ﹤0.01%
13,906
+2,234
2090
$703K ﹤0.01%
11,433
-6,419
2091
$703K ﹤0.01%
50,138
+9,835
2092
$702K ﹤0.01%
+23,800
2093
$701K ﹤0.01%
21,933
2094
$701K ﹤0.01%
48,733
+492
2095
$699K ﹤0.01%
8,110
-10,666
2096
$697K ﹤0.01%
56,184
-1,373
2097
$696K ﹤0.01%
38,334
+4,388
2098
$695K ﹤0.01%
11,476
-2,650
2099
$695K ﹤0.01%
9,698
-38,586
2100
$695K ﹤0.01%
62,684
+29,338