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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Buys

1
+$4.73B
2
+$739M
3
+$716M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$255M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$201M

Top Sells

1
+$782M
2
+$705M
3
+$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.26B 5.74%
28,162,955
+18,342,932
2
$1.81B 1.43%
11,472,376
-4,471,133
3
$1.62B 1.28%
25,546,712
-12,299,660
4
$1.29B 1.02%
7,437,807
-2,621,610
5
$1.26B 1%
12,947,280
-3,953,100
6
$1.24B 0.98%
418,068
+86,072
7
$1.12B 0.89%
9,805,942
+6,456,070
8
$1.07B 0.84%
8,645,904
+5,794,599
9
$841M 0.66%
14,472,980
-2,701,160
10
$813M 0.64%
4,873,512
-2,175,049
11
$765M 0.6%
4,186,257
+744,438
12
$735M 0.58%
4,151,403
+150,948
13
$550M 0.44%
7,142,099
-789,604
14
$533M 0.42%
2,800,454
+333,634
15
$530M 0.42%
24,962,562
+7,023,370
16
$473M 0.37%
8,138,140
-7,185,980
17
$467M 0.37%
2,899,319
-1,192,469
18
$460M 0.36%
8,501,028
-246,041
19
$453M 0.36%
3,453,624
-1,901,265
20
$447M 0.35%
67,783,800
+11,878,320
21
$440M 0.35%
5,683,756
+1,946,868
22
$428M 0.34%
19,437,753
-4,306,335
23
$417M 0.33%
3,790,016
-2,645,523
24
$384M 0.3%
4,268,444
-663,644
25
$378M 0.3%
1,517,623
-492,067
1
2 3 4 5