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
1201
$2.65M ﹤0.01%
39,900
+27,191
1202
$2.64M ﹤0.01%
122,805
+112,270
1203
$2.63M ﹤0.01%
712,486
-190,991
1204
$2.63M ﹤0.01%
+49,820
1205
$2.63M ﹤0.01%
45,187
-18,571
1206
$2.63M ﹤0.01%
51,254
+22,419
1207
$2.63M ﹤0.01%
149,614
-169,376
1208
$2.62M ﹤0.01%
30,813
+9,133
1209
$2.62M ﹤0.01%
136,154
+129,556
1210
$2.62M ﹤0.01%
61,656
+19,658
1211
$2.6M ﹤0.01%
37,337
-1,275
1212
$2.6M ﹤0.01%
919,915
+74,391
1213
$2.59M ﹤0.01%
59,523
+11,686
1214
$2.58M ﹤0.01%
70,036
+35,791
1215
$2.58M ﹤0.01%
133,331
-315,364
1216
$2.58M ﹤0.01%
35,952
+19,878
1217
$2.57M ﹤0.01%
19,955
+12,274
1218
$2.56M ﹤0.01%
136,183
+108,765
1219
$2.56M ﹤0.01%
85,716
+63,013
1220
$2.56M ﹤0.01%
2,289
-5,123
1221
$2.56M ﹤0.01%
158,280
+108,677
1222
$2.55M ﹤0.01%
57,840
+6,876
1223
$2.53M ﹤0.01%
107,084
-18,897
1224
$2.53M ﹤0.01%
31,118
+10,786
1225
$2.51M ﹤0.01%
+18,050