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
3651
$108K ﹤0.01%
9,648
+1,088
3652
$108K ﹤0.01%
2,654
+582
3653
$108K ﹤0.01%
10,650
3654
$108K ﹤0.01%
70,281
+70,267
3655
$107K ﹤0.01%
2,225
3656
$107K ﹤0.01%
3,529
+3,528
3657
$106K ﹤0.01%
13,538
+1,604
3658
$106K ﹤0.01%
8,278
+1,087
3659
$105K ﹤0.01%
12,998
+1,282
3660
$104K ﹤0.01%
1,914
+1,540
3661
$103K ﹤0.01%
2,538
+1,088
3662
$103K ﹤0.01%
3,916
+1,916
3663
$101K ﹤0.01%
100,361
+17,115
3664
$101K ﹤0.01%
23,850
+3,895
3665
$100K ﹤0.01%
47,946
+5,913
3666
$100K ﹤0.01%
2,057
-655
3667
$100K ﹤0.01%
26,413
+4,442
3668
$99K ﹤0.01%
17,040
-16,650
3669
$99K ﹤0.01%
43,481
+4,009
3670
$99K ﹤0.01%
39,853
-448
3671
$97K ﹤0.01%
44,128
-2,086
3672
$97K ﹤0.01%
3,702
+2,856
3673
$96K ﹤0.01%
9,626
-23,921
3674
$96K ﹤0.01%
24,447
+5,114
3675
$96K ﹤0.01%
+3,000