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
1751
$773K ﹤0.01%
32,198
-12,678
1752
$773K ﹤0.01%
14,859
-426
1753
$771K ﹤0.01%
15,423
-1,381
1754
$771K ﹤0.01%
16,736
-87,680
1755
$769K ﹤0.01%
3,205
-1,171
1756
$768K ﹤0.01%
11,131
+10,048
1757
$762K ﹤0.01%
14,382
+191
1758
$762K ﹤0.01%
18,149
+15,141
1759
$760K ﹤0.01%
58,462
+949
1760
$759K ﹤0.01%
75,874
-17,541
1761
$758K ﹤0.01%
9,595
-2,392
1762
$758K ﹤0.01%
51,432
+36,076
1763
$754K ﹤0.01%
26,928
-2,118
1764
$752K ﹤0.01%
11,898
+5,028
1765
$749K ﹤0.01%
68,132
+61,589
1766
$748K ﹤0.01%
124,643
-13,614
1767
$747K ﹤0.01%
29,855
+15,872
1768
$746K ﹤0.01%
37,287
-6,845
1769
$744K ﹤0.01%
10,941
+9,396
1770
$741K ﹤0.01%
23,173
+20,996
1771
$739K ﹤0.01%
36,987
+28,652
1772
$735K ﹤0.01%
26,247
+18,302
1773
$733K ﹤0.01%
48,848
-12,983
1774
$730K ﹤0.01%
20,265
-3,814
1775
$728K ﹤0.01%
17,323
-10,590