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
651
$12M 0.01%
285,020
-357,420
652
$12M 0.01%
554,213
-135,554
653
$11.9M 0.01%
122,068
-32,062
654
$11.9M 0.01%
127,963
-46,757
655
$11.8M 0.01%
588,227
+49,822
656
$11.8M 0.01%
390,538
+114,299
657
$11.7M 0.01%
266,000
+174,000
658
$11.7M 0.01%
701,390
-340,337
659
$11.7M 0.01%
210,438
+144,498
660
$11.7M 0.01%
821,577
-96,081
661
$11.6M 0.01%
490,202
+391,168
662
$11.6M 0.01%
332,985
+147,746
663
$11.6M 0.01%
202,372
-90,660
664
$11.5M 0.01%
127,664
-28,037
665
$11.5M 0.01%
222,157
-65,951
666
$11.5M 0.01%
265,636
-29,100
667
$11.4M 0.01%
33,333
668
$11.4M 0.01%
193,168
-593
669
$11.4M 0.01%
589,105
+408,113
670
$11.3M 0.01%
10,744
+5,865
671
$11.3M 0.01%
347,500
-115,904
672
$11.2M 0.01%
215,788
+136,395
673
$11.2M 0.01%
762,072
+579,317
674
$11.2M 0.01%
565,226
+189,582
675
$11.1M 0.01%
381,370
+40,218