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
926
$5.16M 0.01%
125,771
+84,563
927
$5.15M 0.01%
57,869
-14,105
928
$5.14M 0.01%
571,225
-479,966
929
$5.14M 0.01%
321,303
+318,646
930
$5.14M 0.01%
+302,246
931
$5.14M 0.01%
165,806
-117,356
932
$5.13M 0.01%
116,662
-40,212
933
$5.12M 0.01%
91,416
+41,209
934
$5.12M 0.01%
47,813
-13,529
935
$5.11M 0.01%
511,315
+65,608
936
$5.11M 0.01%
58,659
+2,060
937
$5.09M 0.01%
233,777
+197,542
938
$5.08M 0.01%
69,631
+26,709
939
$5.08M 0.01%
105,536
-3,799
940
$5.06M 0.01%
109,395
-85,007
941
$5.04M 0.01%
228,922
+168,019
942
$5.04M 0.01%
111,867
+34,797
943
$5.03M 0.01%
37,806
+13,252
944
$5.02M 0.01%
81,500
-23,882
945
$4.99M 0.01%
601,518
+134,675
946
$4.98M 0.01%
293,131
-95,392
947
$4.96M 0.01%
127,206
+3,732
948
$4.96M 0.01%
431,232
+319,408
949
$4.94M 0.01%
170,321
+57,875
950
$4.93M 0.01%
+37,920