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
1476
$1.25M ﹤0.01%
9,469
+7,523
1477
$1.25M ﹤0.01%
401,204
-276,484
1478
$1.25M ﹤0.01%
30,349
-2,964
1479
$1.25M ﹤0.01%
59,564
-309,825
1480
$1.25M ﹤0.01%
564,258
-537,046
1481
$1.24M ﹤0.01%
31,820
1482
$1.24M ﹤0.01%
7,276
+5,674
1483
$1.23M ﹤0.01%
28,352
+3,789
1484
$1.23M ﹤0.01%
16,074
+6,313
1485
$1.22M ﹤0.01%
19,799
-1,609
1486
$1.22M ﹤0.01%
82,929
+24,391
1487
$1.22M ﹤0.01%
27,655
+9,539
1488
$1.22M ﹤0.01%
116,803
1489
$1.22M ﹤0.01%
32,543
-31,122
1490
$1.22M ﹤0.01%
49,787
+49,372
1491
$1.22M ﹤0.01%
23,143
+2,744
1492
$1.21M ﹤0.01%
44,332
+13,094
1493
$1.21M ﹤0.01%
14,353
-14,183
1494
$1.21M ﹤0.01%
22,795
+9,741
1495
$1.21M ﹤0.01%
9,720
-5,326
1496
$1.21M ﹤0.01%
47,530
+39,295
1497
$1.21M ﹤0.01%
51,208
-698
1498
$1.21M ﹤0.01%
13,567
-8,131
1499
$1.21M ﹤0.01%
34,144
+19,736
1500
$1.2M ﹤0.01%
100,292
+99,511