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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,216
New
Increased
Reduced
Closed

Top Buys

1
+$911M
2
+$888M
3
+$406M
4
MDT icon
Medtronic
MDT
+$383M
5
PINS icon
Pinterest
PINS
+$366M

Top Sells

1
+$1.27B
2
+$896M
3
+$764M
4
META icon
Meta Platforms (Facebook)
META
+$585M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$564M

Sector Composition

1 Technology 23.49%
2 Financials 13.29%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.6B 2.2%
14,019,925
+219,842
2
$2.88B 1.76%
21,029,681
-5,590,644
3
$2.03B 1.24%
5,369,466
-3,369,316
4
$1.76B 1.07%
16,530,516
-1,524,304
5
$1.61B 0.99%
14,790,840
-2,046,920
6
$1.4B 0.86%
5,006,699
+605,715
7
$1.34B 0.82%
5,986,686
+256,290
8
$1.17B 0.71%
77,024,040
+3,090,260
9
$1.16B 0.71%
4,253,482
-765,548
10
$983M 0.6%
7,148,295
+6,623,346
11
$920M 0.56%
8,415,960
-8,187,720
12
$904M 0.55%
10,077,851
+4,270,657
13
$898M 0.55%
10,908,288
+10,787,982
14
$887M 0.54%
5,234,476
+466,064
15
$875M 0.54%
9,004,866
+568,311
16
$857M 0.52%
4,353,310
-542,660
17
$855M 0.52%
4,814,535
-1,731,717
18
$852M 0.52%
1,659,708
-507,866
19
$781M 0.48%
9,748,711
+5,062,962
20
$776M 0.47%
8,431,758
+2,023,322
21
$732M 0.45%
23,526,548
-8,685,604
22
$650M 0.4%
6,587,816
+1,300,905
23
$628M 0.38%
3,894,681
-3,627,801
24
$582M 0.36%
5,166,282
-1,279,609
25
$574M 0.35%
15,331,851
+5,062,820
1
2 3 4 5