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
2126
$1.11M ﹤0.01%
42,058
+15,168
2127
$1.1M ﹤0.01%
18,658
+14,144
2128
$1.1M ﹤0.01%
63,514
+24,636
2129
$1.09M ﹤0.01%
68,807
+9,758
2130
$1.09M ﹤0.01%
80,750
+56,392
2131
$1.09M ﹤0.01%
82,361
+16,349
2132
$1.09M ﹤0.01%
30,203
+7,745
2133
$1.09M ﹤0.01%
203,370
+118,382
2134
$1.09M ﹤0.01%
18,208
-27,437
2135
$1.08M ﹤0.01%
44,128
+17,020
2136
$1.08M ﹤0.01%
50,475
+6,493
2137
$1.08M ﹤0.01%
13,891
-81,788
2138
$1.08M ﹤0.01%
26,043
-31,553
2139
$1.08M ﹤0.01%
26,235
+4,862
2140
$1.08M ﹤0.01%
19,300
-19
2141
$1.08M ﹤0.01%
60,494
+34,655
2142
$1.07M ﹤0.01%
14,171
-18,859
2143
$1.07M ﹤0.01%
75,612
+13,696
2144
$1.07M ﹤0.01%
36,610
+11,940
2145
$1.07M ﹤0.01%
11,183
+3,172
2146
$1.07M ﹤0.01%
110,318
+39,830
2147
$1.07M ﹤0.01%
66,317
-3,822
2148
$1.07M ﹤0.01%
94,564
+59,558
2149
$1.06M ﹤0.01%
594
+398
2150
$1.06M ﹤0.01%
11,207
+3,914