Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1
+$2.49B
2
+$284M
3
+$178M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$175M
5
IYR icon
iShares US Real Estate ETF
IYR
+$147M

Top Sells

1
+$672M
2
+$521M
3
+$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.41B 9.05%
45,902,831
+12,150,771
2
$1.9B 1.83%
27,549,269
+200,000
3
$1.24B 1.19%
8,675,447
+1,986,644
4
$836M 0.8%
30,417,552
+1,658,068
5
$803M 0.77%
6,750,087
-4,381,985
6
$781M 0.75%
1,574,905
+30,807
7
$610M 0.59%
24,456,884
+5,432,666
8
$584M 0.56%
12,428,620
-2,290,235
9
$561M 0.54%
7,188,465
+1,496,433
10
$491M 0.47%
4,725,681
+615,527
11
$477M 0.46%
3,116,658
+751,474
12
$460M 0.44%
5,818,056
-5,687,083
13
$459M 0.44%
9,987,697
-1,463,757
14
$419M 0.4%
15,883,529
+4,854,291
15
$393M 0.38%
3,141,155
-574,349
16
$383M 0.37%
14,740,686
+5,568,252
17
$379M 0.36%
4,120,260
+602,468
18
$366M 0.35%
3,052,085
+103,137
19
$344M 0.33%
4,522,712
+1,938,920
20
$324M 0.31%
2,897,019
+192,136
21
$312M 0.3%
3,315,983
-251,624
22
$311M 0.3%
10,574,299
-1,331,224
23
$305M 0.29%
2,962,347
+580,333
24
$294M 0.28%
3,165,101
+665,634
25
$288M 0.28%
7,996,533
+31,556
1
2 3 4 5