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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$438K ﹤0.01%
3,472
-2,051
2127
$437K ﹤0.01%
+25,662
2128
$435K ﹤0.01%
14,149
+12,840
2129
$435K ﹤0.01%
5,390
+2,002
2130
$435K ﹤0.01%
10,335
-3,892
2131
$434K ﹤0.01%
26,170
-11,392
2132
$433K ﹤0.01%
9,557
+8,592
2133
$433K ﹤0.01%
10,802
+5,315
2134
$433K ﹤0.01%
207,030
-24,270
2135
$433K ﹤0.01%
72,686
-13,814
2136
$433K ﹤0.01%
3,912
-5,401
2137
$432K ﹤0.01%
4,243
+3,846
2138
$432K ﹤0.01%
9,743
-29,761
2139
$431K ﹤0.01%
16,881
+8,753
2140
$429K ﹤0.01%
25,581
+23,491
2141
$429K ﹤0.01%
7,355
+5,025
2142
$428K ﹤0.01%
42,573
+37,073
2143
$428K ﹤0.01%
25,541
+3,684
2144
$428K ﹤0.01%
7,978
-2,102
2145
$425K ﹤0.01%
5,116
-3,613
2146
$423K ﹤0.01%
8,293
+4,250
2147
$423K ﹤0.01%
6,609
+3,871
2148
$422K ﹤0.01%
21,401
-1,967
2149
$422K ﹤0.01%
9,278
+8,525
2150
$421K ﹤0.01%
24,312
+24,118