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
1751
$752K ﹤0.01%
4,931
+3,332
1752
$751K ﹤0.01%
12,110
+5,461
1753
$751K ﹤0.01%
40,444
-19,712
1754
$750K ﹤0.01%
39,620
+1,420
1755
$749K ﹤0.01%
3,788
-3,273
1756
$749K ﹤0.01%
7,287
+3,247
1757
$749K ﹤0.01%
+37,884
1758
$748K ﹤0.01%
48,445
-40,188
1759
$748K ﹤0.01%
9,293
+6,439
1760
$748K ﹤0.01%
55,141
-53,881
1761
$747K ﹤0.01%
208,656
+121,474
1762
$746K ﹤0.01%
17,743
+3,204
1763
$745K ﹤0.01%
13,998
-3,392
1764
$745K ﹤0.01%
22,447
+20,567
1765
$740K ﹤0.01%
7,980
+5,282
1766
$739K ﹤0.01%
26,068
+874
1767
$739K ﹤0.01%
13,343
+8,569
1768
$738K ﹤0.01%
14,299
-2,483
1769
$735K ﹤0.01%
9,338
+6,664
1770
$735K ﹤0.01%
35,841
+25,275
1771
$734K ﹤0.01%
20,213
+11,851
1772
$734K ﹤0.01%
42,202
+41,933
1773
$731K ﹤0.01%
21,933
-8,200
1774
$731K ﹤0.01%
7,765
+4,742
1775
$730K ﹤0.01%
94,581
+89,623