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
2051
$760K ﹤0.01%
23,825
+2,952
2052
$760K ﹤0.01%
43,012
+4,140
2053
$760K ﹤0.01%
14,163
-45,633
2054
$759K ﹤0.01%
+8,319
2055
$758K ﹤0.01%
74,395
-9,129
2056
$758K ﹤0.01%
+88,152
2057
$758K ﹤0.01%
47,675
+9,436
2058
$755K ﹤0.01%
57,087
+15,826
2059
$751K ﹤0.01%
40,057
+13,362
2060
$749K ﹤0.01%
49,900
+32,700
2061
$745K ﹤0.01%
24,617
+864
2062
$745K ﹤0.01%
8,874
+3,565
2063
$742K ﹤0.01%
246,202
+159,180
2064
$742K ﹤0.01%
10,171
-52,660
2065
$741K ﹤0.01%
17,856
-79,068
2066
$741K ﹤0.01%
204,687
+156,539
2067
$737K ﹤0.01%
34,123
+6,832
2068
$736K ﹤0.01%
30,542
+4,399
2069
$736K ﹤0.01%
49,648
+40,707
2070
$736K ﹤0.01%
51,043
+31,378
2071
$734K ﹤0.01%
41,665
+538
2072
$733K ﹤0.01%
16,736
+13,286
2073
$731K ﹤0.01%
38,881
+15,355
2074
$731K ﹤0.01%
38,413
+13,297
2075
$729K ﹤0.01%
57,442
-3,888