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
1026
$4.04M ﹤0.01%
98,105
-24,261
1027
$4.03M ﹤0.01%
83,929
-193
1028
$4.02M ﹤0.01%
98,141
+6,214
1029
$4.02M ﹤0.01%
44,441
-11,538
1030
$4.02M ﹤0.01%
154,486
1031
$4M ﹤0.01%
165,796
-30,165
1032
$3.99M ﹤0.01%
26,441
+22,691
1033
$3.98M ﹤0.01%
234,077
-4,801
1034
$3.98M ﹤0.01%
90,676
-280,542
1035
$3.97M ﹤0.01%
146,948
-37,930
1036
$3.96M ﹤0.01%
80,880
-2,802
1037
$3.96M ﹤0.01%
82,537
-3,550
1038
$3.96M ﹤0.01%
1,236,815
+42,175
1039
$3.96M ﹤0.01%
158,234
+67,811
1040
$3.95M ﹤0.01%
16,456
-8,155
1041
$3.94M ﹤0.01%
111,078
-154,844
1042
$3.94M ﹤0.01%
71,428
-2,636
1043
$3.93M ﹤0.01%
207,076
+92,100
1044
$3.91M ﹤0.01%
977,366
-850,565
1045
$3.9M ﹤0.01%
169,642
-94,157
1046
$3.89M ﹤0.01%
61,821
+51,955
1047
$3.88M ﹤0.01%
47,257
-1,856
1048
$3.88M ﹤0.01%
43,549
-124,222
1049
$3.86M ﹤0.01%
107,115
+66,986
1050
$3.85M ﹤0.01%
167,548
-63,077