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
3026
$108K ﹤0.01%
22,116
+8,910
3027
$107K ﹤0.01%
6,772
+2,728
3028
$107K ﹤0.01%
3,290
-37,134
3029
$107K ﹤0.01%
29,627
-4
3030
$107K ﹤0.01%
8,607
-3,638
3031
$106K ﹤0.01%
26,282
+10,638
3032
$106K ﹤0.01%
36,027
+12,727
3033
$106K ﹤0.01%
8,531
+2,542
3034
$105K ﹤0.01%
6,800
+2,662
3035
$105K ﹤0.01%
36,682
+14,620
3036
$105K ﹤0.01%
+6,101
3037
$105K ﹤0.01%
6,559
+2,642
3038
$105K ﹤0.01%
4,492
+1,763
3039
$105K ﹤0.01%
22,123
+8,791
3040
$105K ﹤0.01%
9,143
+4,772
3041
$104K ﹤0.01%
2,170
+1,249
3042
$104K ﹤0.01%
17,184
+7,717
3043
$104K ﹤0.01%
4,284
+1,697
3044
$104K ﹤0.01%
11,403
+5,600
3045
$103K ﹤0.01%
+92
3046
$103K ﹤0.01%
7,961
+3,360
3047
$103K ﹤0.01%
12,920
+5,153
3048
$103K ﹤0.01%
109,040
-25,257
3049
$103K ﹤0.01%
912
-31,832
3050
$102K ﹤0.01%
+18,505