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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$228K ﹤0.01%
83,126
+33,235
2502
$226K ﹤0.01%
26,012
+23,853
2503
$226K ﹤0.01%
7,547
-4,131
2504
$226K ﹤0.01%
12,203
+5,837
2505
$225K ﹤0.01%
+7,506
2506
$225K ﹤0.01%
4,384
+3,763
2507
$225K ﹤0.01%
9,437
+8,022
2508
$224K ﹤0.01%
+16,200
2509
$223K ﹤0.01%
4,920
+4,183
2510
$221K ﹤0.01%
10,260
+9,160
2511
$221K ﹤0.01%
3,950
2512
$221K ﹤0.01%
7,061
+6,409
2513
$220K ﹤0.01%
5,226
+3,042
2514
$220K ﹤0.01%
14,745
+6,146
2515
$219K ﹤0.01%
14,210
+11,626
2516
$219K ﹤0.01%
11,348
-35,710
2517
$219K ﹤0.01%
6,312
+5,389
2518
$218K ﹤0.01%
3,212
-27,200
2519
$218K ﹤0.01%
659
+306
2520
$218K ﹤0.01%
1,137
+507
2521
$217K ﹤0.01%
11,296
+10,523
2522
$217K ﹤0.01%
23,570
+9,156
2523
$217K ﹤0.01%
+6,672
2524
$217K ﹤0.01%
60,256
+11,858
2525
$217K ﹤0.01%
736
+579