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
801
$6.84M 0.01%
57,966
-28,787
802
$6.84M 0.01%
142,609
+87,837
803
$6.83M 0.01%
227,214
+51,454
804
$6.83M 0.01%
150,384
-38,703
805
$6.76M 0.01%
164,789
-649
806
$6.74M 0.01%
198,314
+58,012
807
$6.74M 0.01%
198,163
-94,222
808
$6.72M 0.01%
124,447
-65,619
809
$6.7M 0.01%
148,828
-30,269
810
$6.69M 0.01%
184,301
-753,036
811
$6.68M 0.01%
76,234
-31,492
812
$6.67M 0.01%
266,647
-111,296
813
$6.63M 0.01%
92,173
-80,422
814
$6.63M 0.01%
75,353
+28,734
815
$6.61M 0.01%
254,031
-108,324
816
$6.59M 0.01%
193,835
-166,439
817
$6.57M 0.01%
45,923
-10,047
818
$6.53M 0.01%
141,925
-49,381
819
$6.52M 0.01%
135,782
-3,810
820
$6.51M 0.01%
451,807
+199,060
821
$6.51M 0.01%
78,403
-32,026
822
$6.48M 0.01%
107,983
+37,722
823
$6.48M 0.01%
74,438
-66,860
824
$6.42M 0.01%
73,840
-120,036
825
$6.42M 0.01%
72,937
+9,306