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
2626
$254K ﹤0.01%
4,105
+775
2627
$253K ﹤0.01%
15,832
-1,321
2628
$253K ﹤0.01%
37,849
+35,045
2629
$253K ﹤0.01%
39,188
+10,696
2630
$252K ﹤0.01%
+10,855
2631
$252K ﹤0.01%
23,597
+11,169
2632
$252K ﹤0.01%
10,680
+1,380
2633
$251K ﹤0.01%
102,514
+26,889
2634
$250K ﹤0.01%
51,162
+34,162
2635
$249K ﹤0.01%
9,540
+2,030
2636
$249K ﹤0.01%
14,773
+11,267
2637
$249K ﹤0.01%
27,611
2638
$248K ﹤0.01%
6,136
+2,449
2639
$248K ﹤0.01%
27,080
+10,747
2640
$248K ﹤0.01%
35,863
+18,123
2641
$248K ﹤0.01%
501,319
+491,423
2642
$247K ﹤0.01%
+39
2643
$246K ﹤0.01%
4,273
+2,035
2644
$246K ﹤0.01%
47,558
+17,481
2645
$246K ﹤0.01%
29,571
+15,542
2646
$246K ﹤0.01%
832
+831
2647
$245K ﹤0.01%
15,441
+4,283
2648
$244K ﹤0.01%
6,757
-75,420
2649
$244K ﹤0.01%
6,043
+712
2650
$244K ﹤0.01%
16,718
+634