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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$256K ﹤0.01%
14,904
+9,206
2627
-1
2628
$255K ﹤0.01%
18,039
+11,889
2629
$255K ﹤0.01%
10,035
-1,600
2630
$255K ﹤0.01%
37,975
-37,114
2631
$254K ﹤0.01%
23,624
-7,605
2632
$254K ﹤0.01%
4,230
-4,374
2633
$254K ﹤0.01%
4,814
-2,748
2634
$254K ﹤0.01%
6,309
+1,046
2635
$254K ﹤0.01%
8,099
+4,835
2636
$254K ﹤0.01%
14,209
-54,881
2637
$253K ﹤0.01%
9,442
-6,848
2638
$253K ﹤0.01%
8,811
+3,944
2639
$253K ﹤0.01%
6,495
+3,996
2640
$253K ﹤0.01%
4,493
-89,881
2641
$252K ﹤0.01%
10,704
+1,821
2642
$252K ﹤0.01%
11,486
-777
2643
$252K ﹤0.01%
4,100
+4,049
2644
$252K ﹤0.01%
12,820
-3,592
2645
$251K ﹤0.01%
4,820
+3,134
2646
$251K ﹤0.01%
12,091
+7,131
2647
$250K ﹤0.01%
24,423
-230
2648
$249K ﹤0.01%
23,298
+131
2649
$248K ﹤0.01%
22,292
+13,645
2650
$248K ﹤0.01%
10,212
-4,467