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
1851
$606K ﹤0.01%
28,889
-98,769
1852
$605K ﹤0.01%
17,288
+12,844
1853
$604K ﹤0.01%
13,726
-208,016
1854
$603K ﹤0.01%
24,149
+10,928
1855
$600K ﹤0.01%
15,802
+12,135
1856
$600K ﹤0.01%
15,782
-88,767
1857
$596K ﹤0.01%
11,318
+7,322
1858
$595K ﹤0.01%
+31,326
1859
$594K ﹤0.01%
59,452
+9,494
1860
$588K ﹤0.01%
2,103
+391
1861
$588K ﹤0.01%
10,149
+7,181
1862
$586K ﹤0.01%
14,814
-16,406
1863
$585K ﹤0.01%
20,206
+3,682
1864
$583K ﹤0.01%
72,983
+18,183
1865
$581K ﹤0.01%
9,363
+6,614
1866
$578K ﹤0.01%
72,262
+70,634
1867
$577K ﹤0.01%
38,473
+37,957
1868
$577K ﹤0.01%
19,873
-124,264
1869
$575K ﹤0.01%
+25,000
1870
$570K ﹤0.01%
9,192
-31,085
1871
$569K ﹤0.01%
11,175
-3,742
1872
$568K ﹤0.01%
15,369
-55,441
1873
$565K ﹤0.01%
9,900
+9,700
1874
$564K ﹤0.01%
12,550
-12,711
1875
$563K ﹤0.01%
13,083
-16,442