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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$193M 0.15%
1,054,203
-2,185,984
77
$190M 0.15%
1,035,838
-303,525
78
$187M 0.14%
4,471,468
+868,092
79
$185M 0.14%
2,745,266
-478,057
80
$185M 0.14%
3,080,714
+964,434
81
$182M 0.14%
2,929,253
+632,874
82
$182M 0.14%
2,096,085
+329,317
83
$179M 0.14%
2,693,255
-244,950
84
$179M 0.14%
3,227,204
+734,620
85
$175M 0.13%
2,813,211
+1,167,129
86
$172M 0.13%
2,661,894
-1,228,152
87
$172M 0.13%
683,273
-188,826
88
$169M 0.13%
636,591
+620,266
89
$169M 0.13%
3,272,648
+3,162,598
90
$167M 0.13%
808,794
-302,462
91
$165M 0.13%
953,786
+311,527
92
$162M 0.12%
2,129,352
-467,180
93
$160M 0.12%
1,098,378
+395,938
94
$158M 0.12%
3,441,524
+1,002,669
95
$158M 0.12%
2,925,313
+1,186,039
96
$156M 0.12%
2,996,114
-1,433,363
97
$155M 0.12%
1,493,669
+447,811
98
$155M 0.12%
1,658,561
+292,105
99
$153M 0.12%
8,641,515
-2,414,775
100
$153M 0.12%
3,401,607
+2,356,337