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
$61.6B
AUM Growth
-$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,783
New
Increased
Reduced
Closed

Top Buys

1 +$1.72B
2 +$1.13B
3 +$633M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$580M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$572M

Top Sells

1 +$1.06B
2 +$899M
3 +$390M
4
AMZN icon
Amazon
AMZN
+$363M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$307M

Sector Composition

1 Technology 14.52%
2 Healthcare 11.16%
3 Financials 11.03%
4 Communication Services 9.66%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1.11M ﹤0.01%
23,478
-22,862
1702
$1.11M ﹤0.01%
38,831
-4,241
1703
$1.11M ﹤0.01%
21,317
-25,926
1704
$1.1M ﹤0.01%
48,400
+19,656
1705
$1.1M ﹤0.01%
41,821
+41,666
1706
$1.1M ﹤0.01%
17,869
-9,962
1707
$1.1M ﹤0.01%
31,292
-79,115
1708
$1.1M ﹤0.01%
28,044
-829,718
1709
$1.1M ﹤0.01%
24,404
-6,564
1710
$1.1M ﹤0.01%
19,730
-2,147
1711
$1.09M ﹤0.01%
24,023
-5,146
1712
$1.09M ﹤0.01%
40,330
-10,068
1713
$1.09M ﹤0.01%
27,185
-11,676
1714
$1.09M ﹤0.01%
19,499
-31,437
1715
$1.09M ﹤0.01%
180,331
+16,816
1716
$1.09M ﹤0.01%
58,946
-29,496
1717
$1.09M ﹤0.01%
55,162
-10,822
1718
$1.09M ﹤0.01%
30,206
-8,469
1719
$1.09M ﹤0.01%
29,744
-22,542
1720
$1.09M ﹤0.01%
24,183
+8,834
1721
$1.09M ﹤0.01%
18,471
-24,934
1722
$1.09M ﹤0.01%
18,278
-24,204
1723
$1.09M ﹤0.01%
176,356
-180,208
1724
$1.09M ﹤0.01%
42,573
-4,858
1725
$1.09M ﹤0.01%
50,423
+8,301