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
1701
$868K ﹤0.01%
24,120
+13,332
1702
$868K ﹤0.01%
29,946
-41,117
1703
$866K ﹤0.01%
27,078
-116
1704
$865K ﹤0.01%
6,665
-447
1705
$865K ﹤0.01%
+57,600
1706
$861K ﹤0.01%
16,555
-19,897
1707
$860K ﹤0.01%
2,826
+1,153
1708
$860K ﹤0.01%
53,726
-27,808
1709
$858K ﹤0.01%
9,539
+3,925
1710
$858K ﹤0.01%
40,873
-5,999
1711
$858K ﹤0.01%
107,380
-44,027
1712
$855K ﹤0.01%
56,935
-41,058
1713
$855K ﹤0.01%
284,847
+216,796
1714
$853K ﹤0.01%
50,165
-815
1715
$852K ﹤0.01%
29,420
-123,895
1716
$849K ﹤0.01%
+23,614
1717
$848K ﹤0.01%
26,493
-111,819
1718
$847K ﹤0.01%
14,850
+6,442
1719
$847K ﹤0.01%
70,665
+66,556
1720
$846K ﹤0.01%
32,555
-4,900
1721
$844K ﹤0.01%
22,214
1722
$843K ﹤0.01%
7,019
-2,529
1723
$839K ﹤0.01%
49,364
-9,521
1724
$832K ﹤0.01%
83,151
+81,023
1725
$831K ﹤0.01%
69,214
+14,100