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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$12.6M ﹤0.01%
93,782
-11,578
977
$12.6M ﹤0.01%
87,763
+61,368
978
$12.6M ﹤0.01%
156,857
+78,923
979
$12.6M ﹤0.01%
685,720
+533,482
980
$12.6M ﹤0.01%
1,369,041
-183,928
981
$12.6M ﹤0.01%
43,487
+3,095
982
$12.6M ﹤0.01%
31,803
+9,316
983
$12.6M ﹤0.01%
63,898
-305
984
$12.6M ﹤0.01%
123,768
+1,744
985
$12.6M ﹤0.01%
86,378
+1,811
986
$12.6M ﹤0.01%
476,735
-328,826
987
$12.5M ﹤0.01%
29,775
-26,544
988
$12.5M ﹤0.01%
267,686
+100,340
989
$12.5M ﹤0.01%
59,728
+43,961
990
$12.5M ﹤0.01%
1,808,037
+992,196
991
$12.5M ﹤0.01%
213,476
-287,350
992
$12.5M ﹤0.01%
333,297
+53,865
993
$12.4M ﹤0.01%
381,316
+98,655
994
$12.4M ﹤0.01%
80,081
-105,112
995
$12.4M ﹤0.01%
625,701
-655,822
996
$12.3M ﹤0.01%
128,529
-3,488
997
$12.3M ﹤0.01%
+187,585
998
$12.3M ﹤0.01%
877,268
-106,011
999
$12.3M ﹤0.01%
530,090
-1,041,716
1000
$12.3M ﹤0.01%
243,079
+31,637