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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$1.59M ﹤0.01%
16,861
-4,827
1352
$1.59M ﹤0.01%
40,357
-21,322
1353
$1.58M ﹤0.01%
26,960
+325
1354
$1.58M ﹤0.01%
72,529
+16,449
1355
$1.58M ﹤0.01%
27,549
+5,278
1356
$1.58M ﹤0.01%
109,964
+76,540
1357
$1.58M ﹤0.01%
17,245
+4,857
1358
$1.58M ﹤0.01%
36,183
+7,086
1359
$1.57M ﹤0.01%
+45,000
1360
$1.57M ﹤0.01%
20,348
+16,124
1361
$1.57M ﹤0.01%
20,351
+7,903
1362
$1.57M ﹤0.01%
41,875
+13,024
1363
$1.57M ﹤0.01%
39,870
+17,010
1364
$1.56M ﹤0.01%
29,617
-1,517
1365
$1.56M ﹤0.01%
23,563
+15,029
1366
$1.56M ﹤0.01%
130,896
+5,213
1367
$1.56M ﹤0.01%
13,191
+1,871
1368
$1.56M ﹤0.01%
81,927
-71,754
1369
$1.54M ﹤0.01%
27,702
+23,341
1370
$1.54M ﹤0.01%
22,305
+20,338
1371
$1.54M ﹤0.01%
28,074
-3,631
1372
$1.53M ﹤0.01%
25,763
-13,032
1373
$1.53M ﹤0.01%
50,790
-34,330
1374
$1.53M ﹤0.01%
+52,347
1375
$1.52M ﹤0.01%
71,789
-45,543