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
3101
$90K ﹤0.01%
923
3102
$90K ﹤0.01%
3,767
+2,468
3103
$90K ﹤0.01%
+2,710
3104
$90K ﹤0.01%
5,461
+2,755
3105
$89K ﹤0.01%
4,877
-251,714
3106
$89K ﹤0.01%
14,183
+5,717
3107
$89K ﹤0.01%
101,902
+41,087
3108
$88K ﹤0.01%
2,843
+1,163
3109
$88K ﹤0.01%
+1,800
3110
$88K ﹤0.01%
+5
3111
$88K ﹤0.01%
4,510
+1,823
3112
$87K ﹤0.01%
5,254
+2,088
3113
$87K ﹤0.01%
1,722
+705
3114
$87K ﹤0.01%
3,591
3115
$87K ﹤0.01%
337,355
-53,623
3116
$86K ﹤0.01%
6,047
+2,606
3117
$86K ﹤0.01%
16,527
+9,816
3118
$85K ﹤0.01%
3,800
+2,202
3119
$85K ﹤0.01%
+4,862
3120
$85K ﹤0.01%
+2,118
3121
$85K ﹤0.01%
+5,349
3122
$85K ﹤0.01%
1,464
3123
$85K ﹤0.01%
12,349
+4,483
3124
$85K ﹤0.01%
+9,977
3125
$84K ﹤0.01%
1,932
+1,496