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
1201
$3.02M ﹤0.01%
191,005
+88,420
1202
$3.02M ﹤0.01%
336,894
+71,481
1203
$3M ﹤0.01%
36,190
+3,890
1204
$2.99M ﹤0.01%
44,598
-14,970
1205
$2.98M ﹤0.01%
539,566
-111,388
1206
$2.97M ﹤0.01%
321,979
+220,594
1207
$2.97M ﹤0.01%
238,466
-1,502,279
1208
$2.97M ﹤0.01%
57,867
+16,352
1209
$2.96M ﹤0.01%
212,483
+177,568
1210
$2.95M ﹤0.01%
165,891
+123,486
1211
$2.95M ﹤0.01%
247,949
+97,280
1212
$2.94M ﹤0.01%
447,970
-144,716
1213
$2.94M ﹤0.01%
24,514
+1,887
1214
$2.93M ﹤0.01%
314,309
+77,281
1215
$2.92M ﹤0.01%
64,079
-75,891
1216
$2.92M ﹤0.01%
171,059
-57,221
1217
$2.92M ﹤0.01%
73,590
-33,895
1218
$2.92M ﹤0.01%
83,000
1219
$2.9M ﹤0.01%
91,346
+18,507
1220
$2.9M ﹤0.01%
136,768
+27,239
1221
$2.9M ﹤0.01%
259,912
+162,083
1222
$2.89M ﹤0.01%
39,604
+2,972
1223
$2.89M ﹤0.01%
44,568
+8,768
1224
$2.89M ﹤0.01%
86,250
-55,180
1225
$2.88M ﹤0.01%
93,929
+21,615