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
1326
$1.96M ﹤0.01%
47,700
+114
1327
$1.95M ﹤0.01%
45,379
-4,650
1328
$1.95M ﹤0.01%
149,691
+93,360
1329
$1.94M ﹤0.01%
60,771
+23,035
1330
$1.94M ﹤0.01%
77,605
+25,897
1331
$1.94M ﹤0.01%
23,639
-97,570
1332
$1.92M ﹤0.01%
38,424
-166,693
1333
$1.92M ﹤0.01%
20,436
+8,462
1334
$1.92M ﹤0.01%
34,251
-35,774
1335
$1.92M ﹤0.01%
280,651
-153,654
1336
$1.91M ﹤0.01%
30,787
+515
1337
$1.91M ﹤0.01%
53,136
+48,955
1338
$1.91M ﹤0.01%
17,970
-2,149
1339
$1.91M ﹤0.01%
63,496
-208,544
1340
$1.9M ﹤0.01%
31,211
+6,934
1341
$1.9M ﹤0.01%
18,999
-5,892
1342
$1.9M ﹤0.01%
22,047
+5,970
1343
$1.9M ﹤0.01%
57,408
+9,317
1344
$1.88M ﹤0.01%
34,112
+1,628
1345
$1.87M ﹤0.01%
72,052
+14,790
1346
$1.87M ﹤0.01%
+35,286
1347
$1.87M ﹤0.01%
109,683
+30,456
1348
$1.86M ﹤0.01%
30,097
+20,044
1349
$1.86M ﹤0.01%
527,552
-273,984
1350
$1.85M ﹤0.01%
29,878
+26,834