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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$93K ﹤0.01%
11,251
-14,670
2952
$93K ﹤0.01%
1,142
+463
2953
$93K ﹤0.01%
46,751
-89,587
2954
$93K ﹤0.01%
2,657
-6,118
2955
$93K ﹤0.01%
13,809
-9,726
2956
$93K ﹤0.01%
7,872
+5,127
2957
$92K ﹤0.01%
3,219
2958
$92K ﹤0.01%
4,960
+1,735
2959
$91K ﹤0.01%
3,374
+2,118
2960
$91K ﹤0.01%
972
-222
2961
$91K ﹤0.01%
2,573
+2,183
2962
$91K ﹤0.01%
14,594
+14,593
2963
$90K ﹤0.01%
2,763
+2,403
2964
$90K ﹤0.01%
5,698
+4,391
2965
$90K ﹤0.01%
4,131
-1,973
2966
$90K ﹤0.01%
27,253
+22,931
2967
$90K ﹤0.01%
2,720
+279
2968
$90K ﹤0.01%
+10,400
2969
$90K ﹤0.01%
6,873
+5,596
2970
$90K ﹤0.01%
3,858
+2,635
2971
$89K ﹤0.01%
1,722
+1,470
2972
$89K ﹤0.01%
2,500
-2,273
2973
$89K ﹤0.01%
2,477
+903
2974
$89K ﹤0.01%
1,355
+1,168
2975
$89K ﹤0.01%
10,573
+4,362