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
2201
$245K ﹤0.01%
3,888
+2,203
2202
$245K ﹤0.01%
16,872
+9,116
2203
$245K ﹤0.01%
4,885
+3,736
2204
$245K ﹤0.01%
27,297
+21,053
2205
$245K ﹤0.01%
16,327
-8,376
2206
$244K ﹤0.01%
2,587
-25,964
2207
$243K ﹤0.01%
3,237
-1,093
2208
$243K ﹤0.01%
4,961
+3,298
2209
$241K ﹤0.01%
10,451
-13,231
2210
$241K ﹤0.01%
1,660
2211
$240K ﹤0.01%
7,722
+1,928
2212
$239K ﹤0.01%
9,187
-1,720
2213
$238K ﹤0.01%
4,950
-20,827
2214
$236K ﹤0.01%
481
+150
2215
$235K ﹤0.01%
195
-4,087
2216
$235K ﹤0.01%
2,238
-7,280
2217
$234K ﹤0.01%
11,697
+3,029
2218
$233K ﹤0.01%
4,034
+362
2219
$232K ﹤0.01%
2,925
+943
2220
$232K ﹤0.01%
38,731
-68,922
2221
$232K ﹤0.01%
968
-1,391
2222
$231K ﹤0.01%
1,373
+419
2223
$230K ﹤0.01%
5,200
-2,178
2224
$230K ﹤0.01%
38,344
+18,233
2225
$230K ﹤0.01%
7,399
-5,320