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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.86%
4 Communication Services 7.01%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$1.18M ﹤0.01%
20,063
+8,379
1577
$1.18M ﹤0.01%
25,099
-113,765
1578
$1.17M ﹤0.01%
116,571
-15,525
1579
$1.17M ﹤0.01%
17,708
-122,595
1580
$1.16M ﹤0.01%
43,285
-97,360
1581
$1.16M ﹤0.01%
89,637
+87,319
1582
$1.16M ﹤0.01%
21,902
-5,205
1583
$1.16M ﹤0.01%
82,899
+79,974
1584
$1.16M ﹤0.01%
156,341
+19,108
1585
$1.15M ﹤0.01%
18,018
+16,026
1586
$1.15M ﹤0.01%
76,670
-31,821
1587
$1.15M ﹤0.01%
42,583
-3,655
1588
$1.14M ﹤0.01%
35,000
-14,200
1589
$1.13M ﹤0.01%
94,535
-223,956
1590
$1.13M ﹤0.01%
53,989
+52,342
1591
$1.13M ﹤0.01%
10,406
-572
1592
$1.13M ﹤0.01%
47,088
+2,874
1593
$1.13M ﹤0.01%
10,246
+7,061
1594
$1.12M ﹤0.01%
140,459
-1,615,020
1595
$1.12M ﹤0.01%
12,983
+6,503
1596
$1.12M ﹤0.01%
37,232
+20,167
1597
$1.11M ﹤0.01%
33,545
+17,228
1598
$1.11M ﹤0.01%
55,399
+49,387
1599
$1.11M ﹤0.01%
46,110
+14,194
1600
$1.11M ﹤0.01%
153,920
-57,088