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
1901
$533K ﹤0.01%
33,411
+32,616
1902
$533K ﹤0.01%
11,807
-11,999
1903
$532K ﹤0.01%
8,194
+1,146
1904
$527K ﹤0.01%
40,476
-27,969
1905
$527K ﹤0.01%
5,272
+5,077
1906
$526K ﹤0.01%
20,188
+2,888
1907
$526K ﹤0.01%
32,857
+4,088
1908
$526K ﹤0.01%
43,895
+1,087
1909
$525K ﹤0.01%
47,717
-16,683
1910
$525K ﹤0.01%
87,340
-37,610
1911
$523K ﹤0.01%
16,859
-1,665
1912
$520K ﹤0.01%
22,635
+4,723
1913
$518K ﹤0.01%
+21,716
1914
$517K ﹤0.01%
+22,489
1915
$515K ﹤0.01%
10,951
+9,684
1916
$514K ﹤0.01%
32,161
+19,337
1917
$512K ﹤0.01%
85,365
+34,430
1918
$511K ﹤0.01%
11,622
-4,117
1919
$511K ﹤0.01%
25,554
-160,711
1920
$507K ﹤0.01%
12,678
-8,863
1921
$507K ﹤0.01%
72,496
+68,170
1922
$505K ﹤0.01%
31,545
-938
1923
$503K ﹤0.01%
8,124
-1,261
1924
$501K ﹤0.01%
6,129
+2,105
1925
$497K ﹤0.01%
29,200
-11,777