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
1726
$1.32M ﹤0.01%
25,318
+3,013
1727
$1.32M ﹤0.01%
18,776
+59
1728
$1.32M ﹤0.01%
39,235
+15,066
1729
$1.32M ﹤0.01%
32,527
+20,678
1730
$1.32M ﹤0.01%
15,123
-24,407
1731
$1.31M ﹤0.01%
21,789
-7,713
1732
$1.31M ﹤0.01%
38,185
+8,723
1733
$1.31M ﹤0.01%
25,181
+11,003
1734
$1.31M ﹤0.01%
257,896
+74,946
1735
$1.31M ﹤0.01%
109,720
+7,821
1736
$1.31M ﹤0.01%
94,151
+13,922
1737
$1.31M ﹤0.01%
153,230
-3,101
1738
$1.3M ﹤0.01%
36,447
-16,803
1739
$1.3M ﹤0.01%
37,948
+8,522
1740
$1.3M ﹤0.01%
77,982
-9,681
1741
$1.3M ﹤0.01%
281,709
+14,329
1742
$1.29M ﹤0.01%
56,972
+18,470
1743
$1.29M ﹤0.01%
1,195,192
-660,920
1744
$1.29M ﹤0.01%
28,994
-880
1745
$1.29M ﹤0.01%
52,149
+37,235
1746
$1.29M ﹤0.01%
278,355
+23,672
1747
$1.29M ﹤0.01%
16,500
1748
$1.28M ﹤0.01%
+119,715
1749
$1.27M ﹤0.01%
34,666
+8,169
1750
$1.27M ﹤0.01%
24,673
+8,993