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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.86%
4 Communication Services 7.01%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$93K ﹤0.01%
30,947
-7,902
2627
$92K ﹤0.01%
8,093
+2,727
2628
$92K ﹤0.01%
+1,070
2629
$92K ﹤0.01%
2,043
+1,853
2630
$92K ﹤0.01%
7,587
-35,149
2631
$92K ﹤0.01%
18,422
-62,851
2632
$91K ﹤0.01%
1,210
+761
2633
$91K ﹤0.01%
4,500
2634
$91K ﹤0.01%
5,341
-9,916
2635
$91K ﹤0.01%
6,119
-50,010
2636
$91K ﹤0.01%
22,974
+5,076
2637
$91K ﹤0.01%
13,055
-1,223
2638
$90K ﹤0.01%
15,000
2639
$90K ﹤0.01%
2,083
+1,102
2640
$90K ﹤0.01%
3,343
-3,171
2641
$90K ﹤0.01%
+6,886
2642
$90K ﹤0.01%
3,054
-2,180
2643
$90K ﹤0.01%
3,332
-1,290
2644
$90K ﹤0.01%
10,000
2645
$90K ﹤0.01%
6,023
-11,393
2646
$89K ﹤0.01%
4,248
+3,645
2647
$89K ﹤0.01%
1,969
-2,028
2648
$89K ﹤0.01%
2,122
+571
2649
$88K ﹤0.01%
5,420
2650
$88K ﹤0.01%
4,367
+2,945