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
1526
$1.15M ﹤0.01%
12,864
+11,265
1527
$1.15M ﹤0.01%
17,056
+15,862
1528
$1.15M ﹤0.01%
418,341
1529
$1.15M ﹤0.01%
99,526
+13,153
1530
$1.15M ﹤0.01%
36,519
+1,262
1531
$1.15M ﹤0.01%
12,131
+2,746
1532
$1.15M ﹤0.01%
10,691
-1,156
1533
$1.14M ﹤0.01%
35,952
+24,690
1534
$1.14M ﹤0.01%
22,041
-39,079
1535
$1.13M ﹤0.01%
15,406
-7,046
1536
$1.13M ﹤0.01%
42,572
+23,443
1537
$1.13M ﹤0.01%
16,379
+10,459
1538
$1.13M ﹤0.01%
22,586
-41,640
1539
$1.12M ﹤0.01%
19,404
+15,111
1540
$1.12M ﹤0.01%
2,011
+1,227
1541
$1.12M ﹤0.01%
28,619
+1,784
1542
$1.11M ﹤0.01%
58,646
-20,882
1543
$1.11M ﹤0.01%
33,444
-462,097
1544
$1.11M ﹤0.01%
109,243
+108,662
1545
$1.11M ﹤0.01%
43,999
+29,213
1546
$1.11M ﹤0.01%
13,804
+5,259
1547
$1.1M ﹤0.01%
6,668
+435
1548
$1.1M ﹤0.01%
9,683
+7,643
1549
$1.1M ﹤0.01%
16,084
+7,475
1550
$1.09M ﹤0.01%
6,762
+2,011