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
201
$35.1M 0.04%
+529,561
202
$35M 0.04%
+2,629,370
203
$35M 0.04%
+1,910,448
204
$34.8M 0.04%
+605,100
205
$34.7M 0.04%
+562,773
206
$34.1M 0.04%
+345,036
207
$33.9M 0.04%
+2,061,490
208
$33.5M 0.04%
+1,987,177
209
$33.5M 0.04%
+702,556
210
$33.5M 0.04%
+746,964
211
$33.3M 0.04%
+2,485,714
212
$32.9M 0.04%
+815,208
213
$32.8M 0.04%
+875,905
214
$32.7M 0.04%
+1,024,136
215
$32.7M 0.04%
+945,367
216
$32.5M 0.04%
+493,222
217
$32.4M 0.04%
+520,860
218
$32.1M 0.04%
+1,176,204
219
$32.1M 0.04%
+1,182,582
220
$32.1M 0.04%
+505,271
221
$32M 0.04%
+817,614
222
$31.9M 0.04%
+482,945
223
$31.5M 0.04%
+992,855
224
$31.4M 0.04%
+943,046
225
$31.4M 0.04%
+1,519,480