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
3426
$32K ﹤0.01%
450
3427
$32K ﹤0.01%
18,178
+7,381
3428
$32K ﹤0.01%
4,204
+1,648
3429
$32K ﹤0.01%
+688
3430
$31K ﹤0.01%
2,977
-3,362
3431
$31K ﹤0.01%
2,782
+900
3432
$31K ﹤0.01%
+171
3433
$31K ﹤0.01%
4,708
-6,031
3434
$31K ﹤0.01%
12,198
+12,147
3435
$30K ﹤0.01%
3,500
+319
3436
$30K ﹤0.01%
1,600
3437
$30K ﹤0.01%
1,956
-4,500
3438
$30K ﹤0.01%
5,728
+2,970
3439
$30K ﹤0.01%
18,673
3440
$30K ﹤0.01%
213
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3441
$30K ﹤0.01%
228
-32,042
3442
$29K ﹤0.01%
116
+53
3443
$29K ﹤0.01%
10,515
-256
3444
$28K ﹤0.01%
239,147
+185,454
3445
$28K ﹤0.01%
26,540
3446
$27K ﹤0.01%
2,559
-419
3447
$27K ﹤0.01%
6,451
-1,170
3448
$27K ﹤0.01%
1,000
3449
$27K ﹤0.01%
3,102
-483
3450
$27K ﹤0.01%
5,850
-895