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
2826
$172K ﹤0.01%
521,297
+72,699
2827
$172K ﹤0.01%
9,715
+4,008
2828
$170K ﹤0.01%
2,346
-3,559
2829
$170K ﹤0.01%
12,442
+5,067
2830
$169K ﹤0.01%
14,001
+3,322
2831
$169K ﹤0.01%
2,800
-185,071
2832
$169K ﹤0.01%
11,568
+4,412
2833
$168K ﹤0.01%
13,016
+987
2834
$168K ﹤0.01%
6,824
+3,363
2835
$168K ﹤0.01%
+8,180
2836
$168K ﹤0.01%
21,468
+8,512
2837
$167K ﹤0.01%
25,630
+20,090
2838
$167K ﹤0.01%
11,551
+4,618
2839
$167K ﹤0.01%
+1,887
2840
$167K ﹤0.01%
39,027
+19,201
2841
$166K ﹤0.01%
10,000
-140,000
2842
$165K ﹤0.01%
3,759
+1,503
2843
$165K ﹤0.01%
27,331
+10,882
2844
$165K ﹤0.01%
4,164
+1,055
2845
$165K ﹤0.01%
17,050
-7,348
2846
$164K ﹤0.01%
+978
2847
$164K ﹤0.01%
1,363
+823
2848
$164K ﹤0.01%
6,890
+3,895
2849
$164K ﹤0.01%
2,481
+99
2850
$164K ﹤0.01%
15,034
-1,294