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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$3.43M ﹤0.01%
209,007
-1,538
1827
$3.42M ﹤0.01%
74,355
+56,109
1828
$3.42M ﹤0.01%
253,289
+75,092
1829
$3.42M ﹤0.01%
156,325
+80,705
1830
$3.41M ﹤0.01%
193,277
-98,349
1831
$3.4M ﹤0.01%
1,279,712
+61,391
1832
$3.4M ﹤0.01%
67,296
+3,264
1833
$3.4M ﹤0.01%
41,707
+1,556
1834
$3.4M ﹤0.01%
88,826
+6,496
1835
$3.39M ﹤0.01%
332,437
+60,688
1836
$3.38M ﹤0.01%
50,753
+2,765
1837
$3.38M ﹤0.01%
15,304
+1,185
1838
$3.37M ﹤0.01%
151,915
-98,915
1839
$3.37M ﹤0.01%
372,864
+4,248
1840
$3.37M ﹤0.01%
189,691
-62,177
1841
$3.36M ﹤0.01%
230,216
-3,944
1842
$3.36M ﹤0.01%
178,124
+17,718
1843
$3.36M ﹤0.01%
117,348
+10,729
1844
$3.36M ﹤0.01%
59,219
+17,053
1845
$3.36M ﹤0.01%
123,585
+5,976
1846
$3.35M ﹤0.01%
30,272
+11,057
1847
$3.35M ﹤0.01%
175,019
+53,320
1848
$3.35M ﹤0.01%
68,086
+7,946
1849
$3.35M ﹤0.01%
50,349
+3,792
1850
$3.35M ﹤0.01%
95,579
+8,831