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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$25K ﹤0.01%
1,152
-9,527
3527
$25K ﹤0.01%
3,780
+3,227
3528
$25K ﹤0.01%
+2,200
3529
$25K ﹤0.01%
4,576
+3,568
3530
$25K ﹤0.01%
1,554
+1,321
3531
$25K ﹤0.01%
3,108
+2,729
3532
$25K ﹤0.01%
2,497
+1,883
3533
$25K ﹤0.01%
1,164
+993
3534
$25K ﹤0.01%
351
+267
3535
$25K ﹤0.01%
1,005
-2,936
3536
$25K ﹤0.01%
+450
3537
$25K ﹤0.01%
390
3538
$25K ﹤0.01%
289
-14,293
3539
$25K ﹤0.01%
2,510
-10,166
3540
$25K ﹤0.01%
14,375
+44
3541
$25K ﹤0.01%
226
+178
3542
$25K ﹤0.01%
1,143
+987
3543
$24K ﹤0.01%
3,586
3544
$24K ﹤0.01%
1,051
+914
3545
$24K ﹤0.01%
4,736
+3,356
3546
$24K ﹤0.01%
506
+431
3547
$24K ﹤0.01%
227
+195
3548
$24K ﹤0.01%
1,398
+1,194
3549
$24K ﹤0.01%
12,292
+11,169
3550
$24K ﹤0.01%
1,507
+1,202