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
2876
$584K ﹤0.01%
82,573
+2,962
2877
$582K ﹤0.01%
164,315
+21,100
2878
$581K ﹤0.01%
41,529
+5,452
2879
$581K ﹤0.01%
81,710
+8,844
2880
$580K ﹤0.01%
41,602
-1,835
2881
$577K ﹤0.01%
68,062
+840
2882
$577K ﹤0.01%
+159,407
2883
$575K ﹤0.01%
87,099
+8,166
2884
$575K ﹤0.01%
170,979
+1,337
2885
$575K ﹤0.01%
122,070
-2,071
2886
$575K ﹤0.01%
83,598
-1,839
2887
$575K ﹤0.01%
13,672
-53,651
2888
$573K ﹤0.01%
82,695
+2,649
2889
$573K ﹤0.01%
32,881
+2,575
2890
$572K ﹤0.01%
20,584
+4,716
2891
$571K ﹤0.01%
34,757
+2,093
2892
$571K ﹤0.01%
46,396
+8,178
2893
$570K ﹤0.01%
259,008
+106,322
2894
$568K ﹤0.01%
35,727
+3,655
2895
$567K ﹤0.01%
106,019
+106,018
2896
$567K ﹤0.01%
109,339
+5,006
2897
$565K ﹤0.01%
15,853
+2,506
2898
$565K ﹤0.01%
19,159
+2,549
2899
$565K ﹤0.01%
14,224
+1,804
2900
$563K ﹤0.01%
12,506
+6