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
2051
$369K ﹤0.01%
3,612
+2,225
2052
$366K ﹤0.01%
12,632
-51,581
2053
$366K ﹤0.01%
63,035
-48,500
2054
$366K ﹤0.01%
21,582
-15,850
2055
$365K ﹤0.01%
24,377
+9,149
2056
$363K ﹤0.01%
7,396
-3,982
2057
$363K ﹤0.01%
9,950
2058
$363K ﹤0.01%
72,550
-14,159
2059
$363K ﹤0.01%
10,964
+466
2060
$363K ﹤0.01%
36,337
+20,578
2061
$360K ﹤0.01%
23,966
-11,657
2062
$359K ﹤0.01%
9,278
-3,299
2063
$359K ﹤0.01%
3,384
-1,037
2064
$358K ﹤0.01%
4,072
+1,124
2065
$357K ﹤0.01%
19,022
+10,246
2066
$354K ﹤0.01%
118,084
+62,413
2067
$353K ﹤0.01%
7,828
+1,998
2068
$353K ﹤0.01%
6,207
+2,630
2069
$353K ﹤0.01%
6,937
+5,476
2070
$352K ﹤0.01%
6,179
+1,164
2071
$352K ﹤0.01%
13,997
-499
2072
$351K ﹤0.01%
13,218
-34,474
2073
$350K ﹤0.01%
7,624
-56,250
2074
$349K ﹤0.01%
+28,994
2075
$347K ﹤0.01%
11,582
-8,120