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
$61.6B
AUM Growth
-$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,783
New
Increased
Reduced
Closed

Top Buys

1 +$1.72B
2 +$1.13B
3 +$633M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$580M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$572M

Top Sells

1 +$1.06B
2 +$899M
3 +$390M
4
AMZN icon
Amazon
AMZN
+$363M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$307M

Sector Composition

1 Technology 14.52%
2 Healthcare 11.16%
3 Financials 11.03%
4 Communication Services 9.66%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$358M 0.28%
4,915,569
-702,208
27
$358M 0.28%
27,070,017
+17,887,548
28
$357M 0.28%
2,079,292
-343,578
29
$352M 0.27%
7,369,167
+5,435,913
30
$352M 0.27%
1,412,236
-234,225
31
$340M 0.26%
1,800,189
-408,750
32
$338M 0.26%
5,165,721
+2,749,259
33
$335M 0.26%
7,423,113
+12,420
34
$335M 0.26%
12,512,080
+3,472,030
35
$332M 0.26%
24,555,159
+22,121,659
36
$329M 0.25%
6,952,161
+2,208,032
37
$318M 0.25%
12,903,919
-3,875,180
38
$293M 0.23%
3,174,063
-2,142,557
39
$290M 0.22%
3,192,599
-153,097
40
$289M 0.22%
5,553,768
+2,338,004
41
$285M 0.22%
885,252
-244,186
42
$281M 0.22%
5,979,479
-826,653
43
$260M 0.2%
10,234,360
+1,179,490
44
$256M 0.2%
2,316,365
+634,268
45
$247M 0.19%
6,024,266
-37,613
46
$245M 0.19%
1,256,063
-146,047
47
$244M 0.19%
7,867,203
+3,746,865
48
$235M 0.18%
3,166,892
-529,618
49
$227M 0.18%
1,612,591
+357,450
50
$221M 0.17%
6,495,776
+588,494