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
3526
$150K ﹤0.01%
10,567
+54
3527
$150K ﹤0.01%
37,342
+4,906
3528
$149K ﹤0.01%
88,952
+50,862
3529
$148K ﹤0.01%
3,238
+2,159
3530
$148K ﹤0.01%
30,574
+3,640
3531
$148K ﹤0.01%
134,970
+17,476
3532
$148K ﹤0.01%
+3,776
3533
$148K ﹤0.01%
2,144
-1,247
3534
$148K ﹤0.01%
3,800
+3,748
3535
$148K ﹤0.01%
+5,425
3536
$148K ﹤0.01%
9,032
+1,212
3537
$148K ﹤0.01%
+4,809
3538
$148K ﹤0.01%
5,198
-139
3539
$147K ﹤0.01%
3,640
-1,240
3540
$147K ﹤0.01%
3,958
-537
3541
$147K ﹤0.01%
3,663
+3,463
3542
$147K ﹤0.01%
3,739
-1,393
3543
$147K ﹤0.01%
3,934
-516
3544
$147K ﹤0.01%
+6,163
3545
$147K ﹤0.01%
100,710
+20,490
3546
$147K ﹤0.01%
4,254
-1,309
3547
$147K ﹤0.01%
4,352
-155
3548
$147K ﹤0.01%
+5,443
3549
$147K ﹤0.01%
+5,880
3550
$147K ﹤0.01%
+4,810