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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$1.43M ﹤0.01%
205,137
+4,902
1677
$1.43M ﹤0.01%
+7,200
1678
$1.43M ﹤0.01%
309,960
+173,705
1679
$1.42M ﹤0.01%
8,618
-19,359
1680
$1.42M ﹤0.01%
27,925
+2,900
1681
$1.42M ﹤0.01%
106,132
+17,903
1682
$1.41M ﹤0.01%
103,111
-12,421
1683
$1.4M ﹤0.01%
272,804
+4,572
1684
$1.4M ﹤0.01%
156,188
-8,604
1685
$1.39M ﹤0.01%
85,278
+49,130
1686
$1.39M ﹤0.01%
30,743
-42,280
1687
$1.39M ﹤0.01%
44,382
+1,474
1688
$1.39M ﹤0.01%
24,172
+2,459
1689
$1.39M ﹤0.01%
30,583
+7,956
1690
$1.39M ﹤0.01%
13,491
+907
1691
$1.39M ﹤0.01%
33,471
-5,833
1692
$1.39M ﹤0.01%
114,883
+30,261
1693
$1.38M ﹤0.01%
21,419
+7,040
1694
$1.38M ﹤0.01%
193,817
+50,334
1695
$1.38M ﹤0.01%
3,077
+2,710
1696
$1.38M ﹤0.01%
44,178
+14,622
1697
$1.37M ﹤0.01%
74,323
+21,961
1698
$1.37M ﹤0.01%
287,992
-105,480
1699
$1.37M ﹤0.01%
131,343
+73,698
1700
$1.37M ﹤0.01%
89,519
+11,062