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
1451
$2.03M ﹤0.01%
40,050
+4,871
1452
$2.03M ﹤0.01%
44,636
+4,864
1453
$2.03M ﹤0.01%
49,236
-1,341
1454
$2.02M ﹤0.01%
116,872
-1,003,916
1455
$2.02M ﹤0.01%
78,639
-149,223
1456
$2.02M ﹤0.01%
285,507
-62,086
1457
$2.01M ﹤0.01%
160,418
-34,109
1458
$2.01M ﹤0.01%
18,306
-44,159
1459
$2.01M ﹤0.01%
51,591
-5,220
1460
$2M ﹤0.01%
612,699
-1,228,273
1461
$2M ﹤0.01%
83,650
+23,184
1462
$2M ﹤0.01%
40,132
+15,190
1463
$2M ﹤0.01%
26,781
+1,970
1464
$2M ﹤0.01%
80,000
1465
$1.99M ﹤0.01%
65,501
-498,811
1466
$1.99M ﹤0.01%
53,087
+967
1467
$1.99M ﹤0.01%
51,221
+13,600
1468
$1.98M ﹤0.01%
27,326
-29,100
1469
$1.98M ﹤0.01%
30,661
-7,889
1470
$1.98M ﹤0.01%
95,056
-91,210
1471
$1.97M ﹤0.01%
129,331
-24,959
1472
$1.97M ﹤0.01%
64,623
+64,123
1473
$1.96M ﹤0.01%
99,359
-48,438
1474
$1.95M ﹤0.01%
47,539
+22,988
1475
$1.95M ﹤0.01%
76,951
-822,842