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
876
$5.74M 0.01%
201,500
+148,700
877
$5.72M 0.01%
+220,125
878
$5.7M 0.01%
178,294
+83,748
879
$5.7M 0.01%
153,973
+125,363
880
$5.69M 0.01%
72,928
-36,421
881
$5.68M 0.01%
129,156
+46,559
882
$5.68M 0.01%
284,172
-209,546
883
$5.68M 0.01%
473,590
-308,925
884
$5.65M 0.01%
74,339
+35,362
885
$5.65M 0.01%
156,976
-6,988
886
$5.65M 0.01%
188,254
-88,078
887
$5.63M 0.01%
704,140
+588,781
888
$5.61M 0.01%
181,003
-3,623
889
$5.57M 0.01%
253,208
-24,784
890
$5.56M 0.01%
309,243
+125,282
891
$5.55M 0.01%
132,222
+131,858
892
$5.55M 0.01%
106,690
-60,470
893
$5.54M 0.01%
82,724
-20,064
894
$5.53M 0.01%
125,852
+4,107
895
$5.5M 0.01%
610,434
+378,367
896
$5.49M 0.01%
104,562
+64,078
897
$5.49M 0.01%
95,382
-41,112
898
$5.47M 0.01%
103,459
-139,908
899
$5.47M 0.01%
89,616
+10,083
900
$5.45M 0.01%
87,953
-4,367