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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$828K ﹤0.01%
44,759
+11,766
1702
$826K ﹤0.01%
57,354
+25,845
1703
$825K ﹤0.01%
6,124
-5,530
1704
$822K ﹤0.01%
4,099
+3,839
1705
$821K ﹤0.01%
19,836
+16,520
1706
$819K ﹤0.01%
13,555
+13,271
1707
$819K ﹤0.01%
12,048
+5,772
1708
$815K ﹤0.01%
58,676
-95,676
1709
$814K ﹤0.01%
6,444
+5,889
1710
$814K ﹤0.01%
25,704
-64,669
1711
$813K ﹤0.01%
15,251
+3,813
1712
$813K ﹤0.01%
45,473
+16,290
1713
$812K ﹤0.01%
12,631
+9,699
1714
$809K ﹤0.01%
165,203
-168,839
1715
$809K ﹤0.01%
145,904
+135,505
1716
$806K ﹤0.01%
19,117
+17,789
1717
$802K ﹤0.01%
13,954
+13,139
1718
$802K ﹤0.01%
15,206
+12,112
1719
$800K ﹤0.01%
25,949
+23,650
1720
$800K ﹤0.01%
12,549
+10,148
1721
$798K ﹤0.01%
23,485
+8,380
1722
$795K ﹤0.01%
11,212
+3,600
1723
$795K ﹤0.01%
78,868
-5,718
1724
$795K ﹤0.01%
14,502
-52,272
1725
$795K ﹤0.01%
15,978
+2,770