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
2626
$899K ﹤0.01%
152,912
+126,890
2627
$895K ﹤0.01%
120,221
-124,824
2628
$892K ﹤0.01%
62,692
+6,762
2629
$889K ﹤0.01%
6,899
-5,000
2630
$888K ﹤0.01%
11,173
+865
2631
$887K ﹤0.01%
51,365
+6,255
2632
$885K ﹤0.01%
35,710
+5,088
2633
$885K ﹤0.01%
127,726
+17,340
2634
$884K ﹤0.01%
80,112
+372
2635
$882K ﹤0.01%
78,465
-14,338
2636
$881K ﹤0.01%
23,713
+861
2637
$879K ﹤0.01%
82,780
+10,520
2638
$878K ﹤0.01%
41,180
-48
2639
$875K ﹤0.01%
97,820
+5,169
2640
$874K ﹤0.01%
229,599
+13,035
2641
$873K ﹤0.01%
22,924
+5,623
2642
$873K ﹤0.01%
12,311
+1,790
2643
$868K ﹤0.01%
3,418
+355
2644
$867K ﹤0.01%
30,057
+13,594
2645
$866K ﹤0.01%
341,308
+60,887
2646
$864K ﹤0.01%
164,727
+16,425
2647
$861K ﹤0.01%
70,447
+13,117
2648
$861K ﹤0.01%
85,160
+4,711
2649
$858K ﹤0.01%
19,504
+7,743
2650
$856K ﹤0.01%
25,165
+1,749