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
3301
$54K ﹤0.01%
6,501
+3,004
3302
$54K ﹤0.01%
7,281
+2,567
3303
$54K ﹤0.01%
+2,123
3304
$54K ﹤0.01%
37,248
-4,304
3305
$54K ﹤0.01%
24,362
+9,754
3306
$54K ﹤0.01%
9,476
+3,805
3307
$54K ﹤0.01%
+7,801
3308
$53K ﹤0.01%
7,170
-603
3309
$53K ﹤0.01%
+2,530
3310
$53K ﹤0.01%
+8,214
3311
$53K ﹤0.01%
3,542
+1,435
3312
$52K ﹤0.01%
5,333
+2,168
3313
$52K ﹤0.01%
2,353
+976
3314
$52K ﹤0.01%
+7,327
3315
$52K ﹤0.01%
12,176
+8,999
3316
$52K ﹤0.01%
14,898
+6,501
3317
$52K ﹤0.01%
+1,075
3318
$52K ﹤0.01%
2,964
+1,184
3319
$51K ﹤0.01%
+5,354
3320
$51K ﹤0.01%
624
-43,553
3321
$51K ﹤0.01%
+4,974
3322
$51K ﹤0.01%
3,908
+1,552
3323
$51K ﹤0.01%
26,398
+21,939
3324
$51K ﹤0.01%
900
3325
$51K ﹤0.01%
+7,678