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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$329K ﹤0.01%
41,301
+32,418
2502
$329K ﹤0.01%
66,627
+33,897
2503
$328K ﹤0.01%
40,615
+26,566
2504
$328K ﹤0.01%
35,363
+15,071
2505
$328K ﹤0.01%
31,206
+2,905
2506
$327K ﹤0.01%
46,025
-633
2507
$327K ﹤0.01%
50,096
+30,792
2508
$327K ﹤0.01%
4,546
-7,454
2509
$326K ﹤0.01%
46,440
+19,490
2510
$325K ﹤0.01%
14,017
+1,533
2511
$324K ﹤0.01%
1,186
+706
2512
$324K ﹤0.01%
+35,042
2513
$324K ﹤0.01%
94,573
-227
2514
$323K ﹤0.01%
14,247
+9,661
2515
$322K ﹤0.01%
70,087
2516
$322K ﹤0.01%
32,888
+16,212
2517
$322K ﹤0.01%
11,086
+2,967
2518
$321K ﹤0.01%
16,831
+1,659
2519
$319K ﹤0.01%
17,784
+789
2520
$319K ﹤0.01%
3,020
+1,096
2521
$318K ﹤0.01%
107,733
+46,247
2522
$318K ﹤0.01%
42,896
+2,016
2523
$318K ﹤0.01%
25,071
+14,117
2524
$318K ﹤0.01%
12,353
-189
2525
$317K ﹤0.01%
10,571
+1,434