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
2601
$271K ﹤0.01%
26,975
+1,352
2602
$270K ﹤0.01%
27,817
+2,900
2603
$269K ﹤0.01%
46,623
-1,957
2604
$269K ﹤0.01%
10,764
+7,212
2605
$268K ﹤0.01%
14,067
+6,426
2606
$267K ﹤0.01%
21,113
+2,960
2607
$266K ﹤0.01%
54,028
+13,295
2608
$265K ﹤0.01%
12,075
+5,729
2609
$264K ﹤0.01%
11,669
+3,539
2610
$263K ﹤0.01%
1,564
+1,005
2611
$263K ﹤0.01%
647
-1,055
2612
$263K ﹤0.01%
6,365
+2,559
2613
$262K ﹤0.01%
8,807
+2,419
2614
$261K ﹤0.01%
5,156
-42
2615
$261K ﹤0.01%
20,175
+8,145
2616
$260K ﹤0.01%
50,590
2617
$260K ﹤0.01%
16,426
+6,623
2618
$257K ﹤0.01%
+2,936
2619
$256K ﹤0.01%
11,374
+5,849
2620
$256K ﹤0.01%
26,800
+14,200
2621
$256K ﹤0.01%
49,136
+48,758
2622
$255K ﹤0.01%
11,318
+6,120
2623
$255K ﹤0.01%
17,132
+7,216
2624
$254K ﹤0.01%
42,495
-451
2625
$254K ﹤0.01%
9,274
+3,679