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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.86%
4 Communication Services 7.01%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$266M 0.28%
2,134,648
-531,802
27
$262M 0.28%
3,087,619
-1,157,063
28
$253M 0.27%
2,810,438
+1,926,568
29
$242M 0.26%
1,455,381
-697,535
30
$236M 0.25%
7,881,469
-1,200,008
31
$228M 0.24%
2,916,822
-38,929
32
$219M 0.23%
14,616,781
+1,310,580
33
$219M 0.23%
3,845,784
-408,131
34
$215M 0.23%
3,160,064
+548,723
35
$208M 0.22%
8,673,407
-1,818,246
36
$200M 0.21%
4,088,705
+644,924
37
$197M 0.21%
3,645,349
+2,288,241
38
$192M 0.2%
4,093,184
+3,351,885
39
$192M 0.2%
3,536,680
-1,403,270
40
$190M 0.2%
2,221,923
-876,546
41
$186M 0.2%
5,164,020
-222,630
42
$183M 0.19%
3,818,368
-1,124,982
43
$183M 0.19%
1,829,093
-97,741
44
$178M 0.19%
4,142,273
+118,542
45
$176M 0.19%
4,407,966
+1,371,984
46
$175M 0.18%
4,363,441
-35,438
47
$173M 0.18%
1,582,940
-15,477
48
$166M 0.18%
3,521,692
-1,289,835
49
$158M 0.17%
3,031,067
-1,676,621
50
$157M 0.17%
6,042,551
+173,086