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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$3.85M ﹤0.01%
410,125
+369,692
1052
$3.85M ﹤0.01%
21,154
-13,768
1053
$3.85M ﹤0.01%
30,984
-41,344
1054
$3.85M ﹤0.01%
216,508
+49,891
1055
$3.85M ﹤0.01%
100,592
-52,936
1056
$3.84M ﹤0.01%
225,919
+195,362
1057
$3.83M ﹤0.01%
54,000
1058
$3.81M ﹤0.01%
349,627
-389,898
1059
$3.81M ﹤0.01%
32,860
+26,024
1060
$3.81M ﹤0.01%
124,680
+53,419
1061
$3.79M ﹤0.01%
88,611
+26,629
1062
$3.79M ﹤0.01%
21,359
+3,504
1063
$3.78M ﹤0.01%
+403,294
1064
$3.78M ﹤0.01%
143,763
-1,229
1065
$3.78M ﹤0.01%
97,454
+11,188
1066
$3.78M ﹤0.01%
111,142
+73,044
1067
$3.78M ﹤0.01%
115,684
+39,662
1068
$3.77M ﹤0.01%
68,632
-40,736
1069
$3.77M ﹤0.01%
120,871
+56,613
1070
$3.77M ﹤0.01%
388,508
+352,267
1071
$3.76M ﹤0.01%
308,946
+7,831
1072
$3.76M ﹤0.01%
69,413
-5,359
1073
$3.76M ﹤0.01%
186,443
+89,088
1074
$3.75M ﹤0.01%
99,585
+10,024
1075
$3.75M ﹤0.01%
181,184
-49,055