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
1351
$2.35M ﹤0.01%
95,385
+40,473
1352
$2.35M ﹤0.01%
18,050
1353
$2.34M ﹤0.01%
29,063
-30,716
1354
$2.34M ﹤0.01%
18,625
+1,665
1355
$2.34M ﹤0.01%
374,416
+27,564
1356
$2.33M ﹤0.01%
18,728
+2,223
1357
$2.33M ﹤0.01%
160,945
+98,471
1358
$2.33M ﹤0.01%
45,912
-120
1359
$2.33M ﹤0.01%
65,972
+4,370
1360
$2.33M ﹤0.01%
48,538
+16,046
1361
$2.33M ﹤0.01%
90,722
+68,101
1362
$2.33M ﹤0.01%
41,101
-175,540
1363
$2.33M ﹤0.01%
80,562
+37,454
1364
$2.32M ﹤0.01%
67,595
+10,674
1365
$2.32M ﹤0.01%
30,035
+5,928
1366
$2.32M ﹤0.01%
4,322
-6,770
1367
$2.32M ﹤0.01%
135,195
+45,768
1368
$2.32M ﹤0.01%
94,928
+15,892
1369
$2.32M ﹤0.01%
28,503
-53,077
1370
$2.3M ﹤0.01%
93,047
+14,432
1371
$2.29M ﹤0.01%
36,092
-49,061
1372
$2.29M ﹤0.01%
244,660
+147,604
1373
$2.29M ﹤0.01%
32,666
+88
1374
$2.28M ﹤0.01%
100,275
+24,821
1375
$2.28M ﹤0.01%
185,851
+165,698