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
1451
$1.3M ﹤0.01%
29,163
+1,759
1452
$1.3M ﹤0.01%
202,749
+118,749
1453
$1.29M ﹤0.01%
48,358
+38,918
1454
$1.29M ﹤0.01%
193,132
-325,512
1455
$1.29M ﹤0.01%
37,650
-7,202
1456
$1.29M ﹤0.01%
37,504
+14,666
1457
$1.29M ﹤0.01%
63,403
+23,612
1458
$1.28M ﹤0.01%
21,908
+6,073
1459
$1.28M ﹤0.01%
26,780
+15,463
1460
$1.28M ﹤0.01%
52,224
+14,729
1461
$1.28M ﹤0.01%
20,451
+18,923
1462
$1.28M ﹤0.01%
69,090
+12,898
1463
$1.27M ﹤0.01%
16,941
+5,975
1464
$1.27M ﹤0.01%
10,488
-8,573
1465
$1.27M ﹤0.01%
143,732
+7,779
1466
$1.27M ﹤0.01%
46,050
+21,290
1467
$1.26M ﹤0.01%
137,560
+124,310
1468
$1.26M ﹤0.01%
1,180
+321
1469
$1.26M ﹤0.01%
48,308
+27,383
1470
$1.26M ﹤0.01%
12,439
+3,187
1471
$1.26M ﹤0.01%
26,064
+25,707
1472
$1.26M ﹤0.01%
25,601
+21,096
1473
$1.26M ﹤0.01%
65,090
+63,818
1474
$1.26M ﹤0.01%
69,577
-16,898
1475
$1.25M ﹤0.01%
14,554
-49,027