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
2801
$181K ﹤0.01%
11,954
+3,317
2802
$181K ﹤0.01%
+18,894
2803
$181K ﹤0.01%
2,110
-65
2804
$180K ﹤0.01%
165,595
+18,006
2805
$179K ﹤0.01%
1,538
+1,207
2806
$179K ﹤0.01%
48,912
-1,226
2807
$178K ﹤0.01%
1,564
+464
2808
$177K ﹤0.01%
19,573
+12,267
2809
$176K ﹤0.01%
+23,749
2810
$176K ﹤0.01%
5,000
-176,294
2811
$176K ﹤0.01%
1,085
+100
2812
$176K ﹤0.01%
15,831
+11,709
2813
$176K ﹤0.01%
29,672
+11,406
2814
$175K ﹤0.01%
13,367
+5,642
2815
$175K ﹤0.01%
3,392
+561
2816
$174K ﹤0.01%
8,432
+4,440
2817
$173K ﹤0.01%
19,047
-29,222
2818
$173K ﹤0.01%
20,206
-691
2819
$173K ﹤0.01%
+23,574
2820
$173K ﹤0.01%
3,004
-17,017
2821
$173K ﹤0.01%
49,178
-392,865
2822
$172K ﹤0.01%
1,675
+900
2823
$172K ﹤0.01%
7,342
+3,052
2824
$172K ﹤0.01%
4,517
+2,220
2825
$172K ﹤0.01%
5,020
+2,038