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
601
$13.8M 0.01%
50,691
+33,717
602
$13.7M 0.01%
73,407
+48,617
603
$13.7M 0.01%
294,045
-123,159
604
$13.7M 0.01%
321,168
-280,887
605
$13.7M 0.01%
301,180
+270,818
606
$13.6M 0.01%
183,149
+138,545
607
$13.5M 0.01%
298,294
+258,979
608
$13.5M 0.01%
196,959
-35,421
609
$13.5M 0.01%
259,106
+74,625
610
$13.5M 0.01%
450,493
+257,737
611
$13.5M 0.01%
553,588
+397,752
612
$13.4M 0.01%
981,851
+490,041
613
$13.4M 0.01%
207,231
+64,433
614
$13.4M 0.01%
251,851
-143,051
615
$13.4M 0.01%
528,117
-18,291
616
$13.4M 0.01%
150,000
617
$13.4M 0.01%
140,044
-56,397
618
$13.4M 0.01%
333,504
-30,879
619
$13.3M 0.01%
662,871
+85,973
620
$13.3M 0.01%
181,998
-8,645
621
$13.3M 0.01%
81,524
-8,701
622
$13.3M 0.01%
278,726
-342,314
623
$13.3M 0.01%
82,973
-5,092
624
$13.2M 0.01%
128,588
+37,931
625
$13.2M 0.01%
197,962
-139,949