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
1926
$957K ﹤0.01%
29,471
+4,269
1927
$956K ﹤0.01%
29,228
-1,862
1928
$956K ﹤0.01%
28,013
-2,306
1929
$955K ﹤0.01%
399,846
+37,230
1930
$955K ﹤0.01%
31,708
+5,633
1931
$953K ﹤0.01%
62,959
+19,300
1932
$950K ﹤0.01%
31,703
+4,741
1933
$945K ﹤0.01%
52,393
+26,453
1934
$945K ﹤0.01%
15,776
-3,366
1935
$945K ﹤0.01%
22,814
+4,168
1936
$943K ﹤0.01%
37,053
+10,791
1937
$941K ﹤0.01%
126,933
+11,341
1938
$940K ﹤0.01%
58,451
+8,707
1939
$940K ﹤0.01%
274,240
-310,062
1940
$938K ﹤0.01%
36,245
+21,433
1941
$937K ﹤0.01%
214,950
+214,027
1942
$931K ﹤0.01%
19,365
+1,899
1943
$931K ﹤0.01%
30,485
+10,393
1944
$924K ﹤0.01%
24,478
+10,339
1945
$924K ﹤0.01%
39,183
+991
1946
$923K ﹤0.01%
45,897
+2,363
1947
$923K ﹤0.01%
7,919
-60,105
1948
$918K ﹤0.01%
74,603
+32,288
1949
$916K ﹤0.01%
27,949
+16,243
1950
$916K ﹤0.01%
+46,871