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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$62K ﹤0.01%
5,305
+1,289
3302
$61K ﹤0.01%
13,800
+7,065
3303
$61K ﹤0.01%
+6,322
3304
$61K ﹤0.01%
16,600
+16,518
3305
$61K ﹤0.01%
1,327
-27,273
3306
$61K ﹤0.01%
2,662
+473
3307
$61K ﹤0.01%
1,999
+1,417
3308
$61K ﹤0.01%
297
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3309
$61K ﹤0.01%
1,654
+390
3310
$61K ﹤0.01%
3,313
-208
3311
$61K ﹤0.01%
1,000
3312
$61K ﹤0.01%
+2,353
3313
$61K ﹤0.01%
3,698
+810
3314
$61K ﹤0.01%
1,375
+327
3315
$61K ﹤0.01%
16,000
+2,835
3316
$61K ﹤0.01%
386
-9
3317
$60K ﹤0.01%
+447
3318
$60K ﹤0.01%
1,654
+341
3319
$60K ﹤0.01%
10,469
-84,112
3320
$60K ﹤0.01%
2,660
+890
3321
$60K ﹤0.01%
4,470
+1,064
3322
$60K ﹤0.01%
2,508
+412
3323
$60K ﹤0.01%
3,760
-74,450
3324
$60K ﹤0.01%
4,080
-7,055
3325
$60K ﹤0.01%
452
+109