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
3151
$63K ﹤0.01%
1,513
+1,120
3152
$63K ﹤0.01%
1,679
+1,459
3153
$63K ﹤0.01%
3,391
-956
3154
$63K ﹤0.01%
+26,800
3155
$63K ﹤0.01%
+395
3156
$63K ﹤0.01%
2,436
+1,809
3157
$63K ﹤0.01%
1,626
+1,388
3158
$62K ﹤0.01%
1,652
+1,376
3159
$62K ﹤0.01%
2,343
+1,754
3160
$62K ﹤0.01%
3,845
-21,121
3161
$62K ﹤0.01%
1,718
+1,486
3162
$62K ﹤0.01%
5,808
+4,802
3163
$62K ﹤0.01%
1,850
+1,045
3164
$62K ﹤0.01%
4,158
+1,940
3165
$62K ﹤0.01%
4,895
+197
3166
$61K ﹤0.01%
7,570
+3,505
3167
$61K ﹤0.01%
2,342
+1,786
3168
$61K ﹤0.01%
2,310
+1,975
3169
$61K ﹤0.01%
3,228
+2,682
3170
$61K ﹤0.01%
6,398
+5,785
3171
$61K ﹤0.01%
1,721
+1,055
3172
$61K ﹤0.01%
2,267
+1,729
3173
$61K ﹤0.01%
2,645
3174
$61K ﹤0.01%
2,173
+1,493
3175
$61K ﹤0.01%
6,332
-20,209