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
1801
$686K ﹤0.01%
42,782
+26,337
1802
$684K ﹤0.01%
5,747
-4,906
1803
$683K ﹤0.01%
42,680
-256
1804
$677K ﹤0.01%
30,788
-44,866
1805
$677K ﹤0.01%
33,866
-4,089
1806
$676K ﹤0.01%
96,569
+21,185
1807
$674K ﹤0.01%
51,781
-56,553
1808
$673K ﹤0.01%
61,050
-4,384
1809
$672K ﹤0.01%
10,175
+1,945
1810
$667K ﹤0.01%
8,322
-3,409
1811
$667K ﹤0.01%
60,660
-4,906
1812
$664K ﹤0.01%
28,813
+25,985
1813
$663K ﹤0.01%
5,526
+3,507
1814
$660K ﹤0.01%
9,852
+8,115
1815
$657K ﹤0.01%
50,498
+831
1816
$656K ﹤0.01%
218,532
-51,733
1817
$654K ﹤0.01%
43,538
-5,459
1818
$653K ﹤0.01%
50,191
-3,868
1819
$651K ﹤0.01%
43,382
-44,368
1820
$645K ﹤0.01%
49,626
-11,060
1821
$644K ﹤0.01%
14,306
-2,486
1822
$643K ﹤0.01%
19,515
+12,526
1823
$643K ﹤0.01%
58,643
+23,881
1824
$642K ﹤0.01%
6,060
-917
1825
$641K ﹤0.01%
45,779
+14,918