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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$257K ﹤0.01%
49,309
+3,978
3302
$257K ﹤0.01%
2,640
-5,754
3303
$256K ﹤0.01%
55,647
+6,452
3304
$255K ﹤0.01%
23,014
+2,208
3305
$254K ﹤0.01%
91,634
+14,904
3306
$254K ﹤0.01%
29,952
+29,900
3307
$253K ﹤0.01%
4,065
-415,803
3308
$253K ﹤0.01%
33,972
+4,028
3309
$253K ﹤0.01%
11,092
+1,335
3310
$252K ﹤0.01%
4,646
-995
3311
$252K ﹤0.01%
19,234
+2,187
3312
$251K ﹤0.01%
4,970
3313
$250K ﹤0.01%
22,726
+783
3314
$249K ﹤0.01%
33,289
-6,608
3315
$249K ﹤0.01%
8,651
+1,164
3316
$249K ﹤0.01%
12,422
+1,481
3317
$248K ﹤0.01%
63,129
+3,229
3318
$247K ﹤0.01%
56,787
+6,999
3319
$247K ﹤0.01%
21,834
+2,158
3320
$247K ﹤0.01%
48,352
+15,786
3321
$246K ﹤0.01%
5,313
+4,954
3322
$245K ﹤0.01%
51,609
+11,689
3323
$244K ﹤0.01%
17,478
+2,015
3324
$244K ﹤0.01%
1,776
+174
3325
$244K ﹤0.01%
24,161
+4,545