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
2751
$728K ﹤0.01%
236,705
+5,700
2752
$723K ﹤0.01%
17,734
+1,562
2753
$721K ﹤0.01%
+2,797
2754
$721K ﹤0.01%
37,935
-1,320
2755
$719K ﹤0.01%
99,929
+13,748
2756
$718K ﹤0.01%
161,457
+19,691
2757
$718K ﹤0.01%
14,023
+1,753
2758
$718K ﹤0.01%
62,809
2759
$716K ﹤0.01%
110,804
+8,967
2760
$713K ﹤0.01%
375,495
+102,410
2761
$712K ﹤0.01%
63,501
-4,391
2762
$712K ﹤0.01%
16,438
+275
2763
$711K ﹤0.01%
22,780
+2,853
2764
$711K ﹤0.01%
18,127
+3,134
2765
$709K ﹤0.01%
24,693
+3,282
2766
$709K ﹤0.01%
14,695
+1,694
2767
$708K ﹤0.01%
109,545
+28,453
2768
$707K ﹤0.01%
68,807
-1,184
2769
$706K ﹤0.01%
40,843
+3,848
2770
$705K ﹤0.01%
62,463
-4,062
2771
$704K ﹤0.01%
74,790
+9,210
2772
$704K ﹤0.01%
175,187
-3,084
2773
$700K ﹤0.01%
58,521
+5,086
2774
$699K ﹤0.01%
27,544
+20,080
2775
$699K ﹤0.01%
26,595
+642