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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$990K ﹤0.01%
63,168
+7,284
1902
$990K ﹤0.01%
38,951
+18,698
1903
$989K ﹤0.01%
28,566
+5,869
1904
$988K ﹤0.01%
56,924
+7,236
1905
$988K ﹤0.01%
136,304
+8,142
1906
$988K ﹤0.01%
23,970
+1,868
1907
$987K ﹤0.01%
13,747
-21,334
1908
$987K ﹤0.01%
73,094
+4,535
1909
$986K ﹤0.01%
48,305
+5,239
1910
$984K ﹤0.01%
247,847
-21,061
1911
$984K ﹤0.01%
17,371
+14,807
1912
$984K ﹤0.01%
44,425
+6,360
1913
$983K ﹤0.01%
9,900
1914
$981K ﹤0.01%
36,367
+4,635
1915
$979K ﹤0.01%
13,209
+5,317
1916
$977K ﹤0.01%
42,580
+2,040
1917
$977K ﹤0.01%
28,369
-10,675
1918
$976K ﹤0.01%
43,255
-174,467
1919
$973K ﹤0.01%
15,193
+2,760
1920
$970K ﹤0.01%
5,265
+4,048
1921
$969K ﹤0.01%
33,046
+2,752
1922
$966K ﹤0.01%
278,157
-272,375
1923
$961K ﹤0.01%
14,746
+1,608
1924
$960K ﹤0.01%
3,980
-928
1925
$959K ﹤0.01%
12,706
-2,962