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
1776
$1.2M ﹤0.01%
50,229
+12,396
1777
$1.2M ﹤0.01%
53,759
+10,029
1778
$1.2M ﹤0.01%
86,773
+15,993
1779
$1.2M ﹤0.01%
21,917
+2,067
1780
$1.2M ﹤0.01%
199,801
+197,315
1781
$1.2M ﹤0.01%
25,785
+11,228
1782
$1.2M ﹤0.01%
38,923
+3,215
1783
$1.2M ﹤0.01%
+51,370
1784
$1.2M ﹤0.01%
156,627
+16,330
1785
$1.2M ﹤0.01%
49,876
-195,049
1786
$1.2M ﹤0.01%
17,456
+7,405
1787
$1.19M ﹤0.01%
39,961
+25,386
1788
$1.19M ﹤0.01%
36,670
+35,770
1789
$1.18M ﹤0.01%
43,456
+9,604
1790
$1.18M ﹤0.01%
113,161
+10,730
1791
$1.18M ﹤0.01%
21,722
+9,249
1792
$1.18M ﹤0.01%
+30,166
1793
$1.18M ﹤0.01%
47,925
+26,144
1794
$1.18M ﹤0.01%
40,908
+20,407
1795
$1.17M ﹤0.01%
15,998
+1,751
1796
$1.17M ﹤0.01%
209,889
+34,878
1797
$1.17M ﹤0.01%
59,503
+5,743
1798
$1.17M ﹤0.01%
55,673
+7,721
1799
$1.17M ﹤0.01%
29,955
+1,976
1800
$1.16M ﹤0.01%
201,857
-38,589