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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$4.1M ﹤0.01%
118,831
+3,433
1727
$4.1M ﹤0.01%
121,255
-4,658
1728
$4.09M ﹤0.01%
135,879
+26,852
1729
$4.09M ﹤0.01%
404,944
-133,317
1730
$4.08M ﹤0.01%
82,410
-31,292
1731
$4.08M ﹤0.01%
585,845
-115,918
1732
$4.06M ﹤0.01%
101,005
+9,250
1733
$4.05M ﹤0.01%
82,212
+4,212
1734
$4.04M ﹤0.01%
+173,920
1735
$4.03M ﹤0.01%
20,162
+1,516
1736
$4.03M ﹤0.01%
688,956
+48,360
1737
$4.02M ﹤0.01%
83,529
+10,724
1738
$4.02M ﹤0.01%
96,518
-119,599
1739
$4.02M ﹤0.01%
102,058
-27,790
1740
$4M ﹤0.01%
121,753
-58,664
1741
$4M ﹤0.01%
67,913
-35,411
1742
$3.99M ﹤0.01%
28,976
+10,240
1743
$3.98M ﹤0.01%
53,139
-15,873
1744
$3.96M ﹤0.01%
200,340
+168,579
1745
$3.96M ﹤0.01%
91,979
-11,097
1746
$3.95M ﹤0.01%
9,622
+9,395
1747
$3.95M ﹤0.01%
239,438
+8,537
1748
$3.94M ﹤0.01%
62,814
-12,545
1749
$3.94M ﹤0.01%
282,603
+179,216
1750
$3.92M ﹤0.01%
29,768
-18,630