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
$61.6B
AUM Growth
-$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,783
New
Increased
Reduced
Closed

Top Buys

1 +$1.72B
2 +$1.13B
3 +$633M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$580M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$572M

Top Sells

1 +$1.06B
2 +$899M
3 +$390M
4
AMZN icon
Amazon
AMZN
+$363M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$307M

Sector Composition

1 Technology 14.52%
2 Healthcare 11.16%
3 Financials 11.03%
4 Communication Services 9.66%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$808K ﹤0.01%
76,412
-29,316
1902
$807K ﹤0.01%
+34,954
1903
$807K ﹤0.01%
61,200
+60,168
1904
$807K ﹤0.01%
37,842
-75,649
1905
$807K ﹤0.01%
17,650
-12,024
1906
$806K ﹤0.01%
21,227
-13,066
1907
$805K ﹤0.01%
43,266
-203,554
1908
$805K ﹤0.01%
+17,442
1909
$805K ﹤0.01%
26,448
-32,145
1910
$804K ﹤0.01%
41,311
-25,429
1911
$800K ﹤0.01%
+123,417
1912
$799K ﹤0.01%
80,745
+72,693
1913
$798K ﹤0.01%
21,502
-3,448
1914
$797K ﹤0.01%
+32,115
1915
$796K ﹤0.01%
25,259
-52,770
1916
$795K ﹤0.01%
11,234
-17,299
1917
$795K ﹤0.01%
74,576
+38,400
1918
$793K ﹤0.01%
+51,200
1919
$792K ﹤0.01%
25,997
-97,864
1920
$792K ﹤0.01%
7,129
-10,366
1921
$791K ﹤0.01%
43,600
+26,134
1922
$791K ﹤0.01%
188,800
+139,051
1923
$790K ﹤0.01%
24,589
+5,266
1924
$789K ﹤0.01%
19,237
-21,793
1925
$788K ﹤0.01%
11,859
-23,304