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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1.44M ﹤0.01%
60,913
+55,430
1527
$1.44M ﹤0.01%
508,249
-646,679
1528
$1.44M ﹤0.01%
288,344
+197,770
1529
$1.44M ﹤0.01%
25,138
-11,023
1530
$1.44M ﹤0.01%
87,451
+19,105
1531
$1.44M ﹤0.01%
97,394
+77,183
1532
$1.44M ﹤0.01%
42,205
+13,586
1533
$1.44M ﹤0.01%
133,387
+48,109
1534
$1.44M ﹤0.01%
29,800
-21,251
1535
$1.43M ﹤0.01%
13,220
-2,458
1536
$1.42M ﹤0.01%
109,332
+106,443
1537
$1.42M ﹤0.01%
41,136
+3,486
1538
$1.42M ﹤0.01%
35,828
-162,778
1539
$1.41M ﹤0.01%
17,623
+139
1540
$1.41M ﹤0.01%
31,267
+19,157
1541
$1.41M ﹤0.01%
156,215
+12,483
1542
$1.41M ﹤0.01%
24,269
+3,822
1543
$1.41M ﹤0.01%
53,962
+31,879
1544
$1.4M ﹤0.01%
+156,056
1545
$1.4M ﹤0.01%
555
+91
1546
$1.4M ﹤0.01%
34,946
+13,018
1547
$1.4M ﹤0.01%
22,469
+15,444
1548
$1.39M ﹤0.01%
29,221
-7,131
1549
$1.39M ﹤0.01%
45,748
-104,619
1550
$1.39M ﹤0.01%
28,615
+1,183