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
1676
$921K ﹤0.01%
11,517
+3,423
1677
$921K ﹤0.01%
77,129
+1,058
1678
$919K ﹤0.01%
36,743
-15,070
1679
$919K ﹤0.01%
102,098
-350,909
1680
$918K ﹤0.01%
+27,758
1681
$913K ﹤0.01%
57,079
+30,877
1682
$913K ﹤0.01%
70,807
+1,104
1683
$912K ﹤0.01%
70,107
+41,274
1684
$911K ﹤0.01%
75,957
-17,925
1685
$911K ﹤0.01%
16,602
+652
1686
$910K ﹤0.01%
60,791
+997
1687
$910K ﹤0.01%
32,500
-3,488
1688
$908K ﹤0.01%
41,280
+8,224
1689
$906K ﹤0.01%
24,470
-5,899
1690
$905K ﹤0.01%
32,336
+28,914
1691
$899K ﹤0.01%
16,362
+6,003
1692
$896K ﹤0.01%
9,040
-6,287
1693
$889K ﹤0.01%
9,980
+2,034
1694
$889K ﹤0.01%
26,231
+20,617
1695
$888K ﹤0.01%
+74,000
1696
$888K ﹤0.01%
36,988
+31,690
1697
$887K ﹤0.01%
29,558
-11,992
1698
$887K ﹤0.01%
29,604
+8,233
1699
$880K ﹤0.01%
13,543
-11,163
1700
$872K ﹤0.01%
30,029
+1,796