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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$648K ﹤0.01%
25,425
-3,395
2052
$648K ﹤0.01%
18,526
+2,449
2053
$646K ﹤0.01%
28,161
+6,837
2054
$645K ﹤0.01%
40,944
-4,925
2055
$643K ﹤0.01%
43,689
+41,090
2056
$641K ﹤0.01%
38,014
+22,171
2057
$641K ﹤0.01%
13,777
+7,657
2058
$641K ﹤0.01%
12,573
-23,681
2059
$641K ﹤0.01%
8,972
+4,622
2060
$639K ﹤0.01%
47
-6
2061
$639K ﹤0.01%
7,867
+5,947
2062
$638K ﹤0.01%
10,633
+3,584
2063
$637K ﹤0.01%
141
+140
2064
$637K ﹤0.01%
24,897
-7,855
2065
$634K ﹤0.01%
14,474
+7,729
2066
$634K ﹤0.01%
10,516
-9,871
2067
$634K ﹤0.01%
18,129
+7,707
2068
$634K ﹤0.01%
38,418
-621
2069
$629K ﹤0.01%
28,755
-36,335
2070
$628K ﹤0.01%
26,833
+12,310
2071
$626K ﹤0.01%
34,082
-15,975
2072
$626K ﹤0.01%
18,057
+12,141
2073
$626K ﹤0.01%
56,142
+39,766
2074
$625K ﹤0.01%
26,922
-3,184
2075
$624K ﹤0.01%
8,107
+1,874