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
2151
$647K ﹤0.01%
43,132
+4,598
2152
$647K ﹤0.01%
66,955
-15,723
2153
$646K ﹤0.01%
52,248
+21,012
2154
$645K ﹤0.01%
3,091
+296
2155
$643K ﹤0.01%
24,148
+5,440
2156
$643K ﹤0.01%
78,489
+52,628
2157
$642K ﹤0.01%
35,317
-22,130
2158
$641K ﹤0.01%
58,800
+9,260
2159
$639K ﹤0.01%
19,300
2160
$638K ﹤0.01%
65,485
2161
$637K ﹤0.01%
33,062
+54
2162
$637K ﹤0.01%
33,407
+4,112
2163
$636K ﹤0.01%
66,297
+26,808
2164
$635K ﹤0.01%
194,696
+82,655
2165
$635K ﹤0.01%
26,856
+4,758
2166
$635K ﹤0.01%
88,112
-1,954
2167
$635K ﹤0.01%
63,612
+25,954
2168
$632K ﹤0.01%
30,037
+3,874
2169
$632K ﹤0.01%
4,338
-3,670
2170
$632K ﹤0.01%
41,087
+6,183
2171
$631K ﹤0.01%
34,094
+3,887
2172
$631K ﹤0.01%
57,499
+15,399
2173
$629K ﹤0.01%
9,376
+3,733
2174
$629K ﹤0.01%
60,161
+17,407
2175
$629K ﹤0.01%
18,063
+7,213