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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1.09M ﹤0.01%
73,824
+7,698
2527
$1.09M ﹤0.01%
60,605
-96,470
2528
$1.09M ﹤0.01%
+56,348
2529
$1.09M ﹤0.01%
25,512
-1,578
2530
$1.09M ﹤0.01%
70,237
+5,285
2531
$1.08M ﹤0.01%
155,434
+19,336
2532
$1.08M ﹤0.01%
85,404
+5,253
2533
$1.08M ﹤0.01%
5,500
-2,360
2534
$1.07M ﹤0.01%
74,785
+7,693
2535
$1.07M ﹤0.01%
37,257
+452
2536
$1.07M ﹤0.01%
139,541
+7,435
2537
$1.07M ﹤0.01%
42,951
+3,423
2538
$1.07M ﹤0.01%
79,645
+40,024
2539
$1.06M ﹤0.01%
124,756
+6,898
2540
$1.06M ﹤0.01%
178,800
-4,143
2541
$1.06M ﹤0.01%
206,991
+29,226
2542
$1.06M ﹤0.01%
55,359
+7,972
2543
$1.06M ﹤0.01%
57,229
+3,654
2544
$1.06M ﹤0.01%
57,280
+1,950
2545
$1.06M ﹤0.01%
+44,988
2546
$1.06M ﹤0.01%
104,618
+5,299
2547
$1.06M ﹤0.01%
33,081
+4,740
2548
$1.05M ﹤0.01%
+53,840
2549
$1.05M ﹤0.01%
70,970
+12,946
2550
$1.05M ﹤0.01%
85,625
-6,541