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
3001
$113K ﹤0.01%
14,214
-1,391
3002
$113K ﹤0.01%
+1,177
3003
$113K ﹤0.01%
11,306
+4,114
3004
$112K ﹤0.01%
+172,483
3005
$112K ﹤0.01%
19,850
+9,404
3006
$112K ﹤0.01%
+49,196
3007
$111K ﹤0.01%
3,736
+1,670
3008
$111K ﹤0.01%
3,000
3009
$111K ﹤0.01%
+34,170
3010
$111K ﹤0.01%
+38,226
3011
$111K ﹤0.01%
59,806
-25,992
3012
$110K ﹤0.01%
34,902
+8,701
3013
$110K ﹤0.01%
+11,034
3014
$110K ﹤0.01%
23,391
+9,458
3015
$110K ﹤0.01%
+15,803
3016
$110K ﹤0.01%
+7,420
3017
$109K ﹤0.01%
4,645
+1,673
3018
$109K ﹤0.01%
2,667
3019
$109K ﹤0.01%
16,384
+8,121
3020
$109K ﹤0.01%
19,961
+14,086
3021
$109K ﹤0.01%
20,200
+8,823
3022
$108K ﹤0.01%
+15,775
3023
$108K ﹤0.01%
2,963
+1,880
3024
$108K ﹤0.01%
7,895
+2,636
3025
$108K ﹤0.01%
7,959
+4,976