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
1226
$2.88M ﹤0.01%
156,412
+8,945
1227
$2.86M ﹤0.01%
277,033
+46,565
1228
$2.85M ﹤0.01%
479,808
+209,865
1229
$2.84M ﹤0.01%
46,798
+23,786
1230
$2.83M ﹤0.01%
117,611
+10,584
1231
$2.83M ﹤0.01%
93,589
+75,626
1232
$2.83M ﹤0.01%
80,000
1233
$2.82M ﹤0.01%
79,091
+30,283
1234
$2.81M ﹤0.01%
39,890
+1,725
1235
$2.81M ﹤0.01%
44,529
+2,863
1236
$2.81M ﹤0.01%
64,000
1237
$2.81M ﹤0.01%
58,925
+45,914
1238
$2.8M ﹤0.01%
135,143
-192,490
1239
$2.8M ﹤0.01%
29,519
+2,282
1240
$2.8M ﹤0.01%
235,704
+83,712
1241
$2.79M ﹤0.01%
84,337
+43,237
1242
$2.79M ﹤0.01%
20,827
+5,403
1243
$2.79M ﹤0.01%
139,481
+84,370
1244
$2.79M ﹤0.01%
+144,171
1245
$2.78M ﹤0.01%
90,706
+19,957
1246
$2.78M ﹤0.01%
287,131
-117,337
1247
$2.76M ﹤0.01%
310,562
+309,362
1248
$2.76M ﹤0.01%
96,696
-134,138
1249
$2.76M ﹤0.01%
90,900
-161,940
1250
$2.75M ﹤0.01%
48,282
+6,644