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
2726
$761K ﹤0.01%
49,825
-33,803
2727
$760K ﹤0.01%
16,287
+3,334
2728
$756K ﹤0.01%
93,286
+6,811
2729
$756K ﹤0.01%
89,992
+22,639
2730
$754K ﹤0.01%
93,523
-69,249
2731
$753K ﹤0.01%
757,230
+256,205
2732
$751K ﹤0.01%
180,551
+10,441
2733
$750K ﹤0.01%
64,171
+6,413
2734
$749K ﹤0.01%
57,199
+3,594
2735
$749K ﹤0.01%
47,763
+3,673
2736
$748K ﹤0.01%
27,479
+2,873
2737
$747K ﹤0.01%
44,905
-95,620
2738
$745K ﹤0.01%
22,511
+16,732
2739
$744K ﹤0.01%
16,739
+1,241
2740
$744K ﹤0.01%
12,944
-649
2741
$742K ﹤0.01%
9,177
+2,694
2742
$740K ﹤0.01%
20,463
+1,961
2743
$738K ﹤0.01%
69,325
+9,547
2744
$737K ﹤0.01%
15,974
+14,533
2745
$736K ﹤0.01%
38,352
-17,096
2746
$736K ﹤0.01%
73,927
-5,731
2747
$735K ﹤0.01%
24,956
+3,906
2748
$732K ﹤0.01%
107,880
+211
2749
$731K ﹤0.01%
+54,886
2750
$731K ﹤0.01%
148,715
+13,796