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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$923K ﹤0.01%
109,828
+15,337
1827
$923K ﹤0.01%
38,140
+17,671
1828
$921K ﹤0.01%
72,484
+46,943
1829
$917K ﹤0.01%
24,009
-85,538
1830
$914K ﹤0.01%
32,972
-177,533
1831
$914K ﹤0.01%
347,366
+77,779
1832
$912K ﹤0.01%
58,339
+21,858
1833
$909K ﹤0.01%
27,125
+12,352
1834
$908K ﹤0.01%
19,468
-9,105
1835
$907K ﹤0.01%
43,978
+26,746
1836
$904K ﹤0.01%
18,801
+13,346
1837
$903K ﹤0.01%
52,960
+35,423
1838
$902K ﹤0.01%
13,050
+6,581
1839
$901K ﹤0.01%
47,182
+39,068
1840
$899K ﹤0.01%
46,963
+2,999
1841
$898K ﹤0.01%
10,443
+3,105
1842
$897K ﹤0.01%
29,219
+18,016
1843
$896K ﹤0.01%
17,730
-10,929
1844
$894K ﹤0.01%
39,665
+12,304
1845
$892K ﹤0.01%
83,795
+36,285
1846
$890K ﹤0.01%
57,263
+20,896
1847
$889K ﹤0.01%
11,784
-30
1848
$887K ﹤0.01%
41,362
+14,418
1849
$885K ﹤0.01%
49,945
-18,839
1850
$882K ﹤0.01%
29,080
+17,680