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
1926
$787K ﹤0.01%
22,928
-20,797
1927
$787K ﹤0.01%
16,237
-7,057
1928
$786K ﹤0.01%
26,748
-10,923
1929
$786K ﹤0.01%
+15,700
1930
$786K ﹤0.01%
420
-382
1931
$785K ﹤0.01%
79,887
+71,382
1932
$783K ﹤0.01%
19,223
-22,933
1933
$781K ﹤0.01%
10,803
-1,682
1934
$779K ﹤0.01%
45,166
-8,501
1935
$779K ﹤0.01%
73,063
+61,576
1936
$778K ﹤0.01%
24,370
+1,280
1937
$777K ﹤0.01%
+37,389
1938
$774K ﹤0.01%
7,322
-1,243
1939
$773K ﹤0.01%
32,680
+14,763
1940
$772K ﹤0.01%
42,421
-7,183
1941
$772K ﹤0.01%
14,372
-33,204
1942
$771K ﹤0.01%
22,441
+1,994
1943
$771K ﹤0.01%
456,500
+286,500
1944
$770K ﹤0.01%
39,054
-22,136
1945
$770K ﹤0.01%
+57,663
1946
$769K ﹤0.01%
38,664
-27,786
1947
$767K ﹤0.01%
75,205
+65,946
1948
$765K ﹤0.01%
14,608
+13,899
1949
$764K ﹤0.01%
29,338
+3,707
1950
$762K ﹤0.01%
15,644
-271