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
3251
$64K ﹤0.01%
27,002
-27,767
3252
$64K ﹤0.01%
11,007
-31,410
3253
$64K ﹤0.01%
+9,693
3254
$64K ﹤0.01%
+2,545
3255
$64K ﹤0.01%
3,137
-3,912
3256
$63K ﹤0.01%
8,028
+5,936
3257
$63K ﹤0.01%
+3,552
3258
$63K ﹤0.01%
25,555
+13,980
3259
$63K ﹤0.01%
+27,267
3260
$63K ﹤0.01%
6,370
+3,297
3261
$63K ﹤0.01%
3,115
+1,256
3262
$63K ﹤0.01%
1,892
+782
3263
$63K ﹤0.01%
4,439
+2,519
3264
$62K ﹤0.01%
1,320
3265
$62K ﹤0.01%
9,868
-807
3266
$62K ﹤0.01%
4,363
+1,732
3267
$62K ﹤0.01%
+4,191
3268
$62K ﹤0.01%
7,162
+2,909
3269
$61K ﹤0.01%
+200
3270
$61K ﹤0.01%
3,758
-73
3271
$61K ﹤0.01%
4,779
+1,585
3272
$61K ﹤0.01%
+985
3273
$61K ﹤0.01%
+3,400
3274
$61K ﹤0.01%
2,600
+1,005
3275
$60K ﹤0.01%
13,691
-23,044