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
2251
$215K ﹤0.01%
7,652
+424
2252
$214K ﹤0.01%
1,421
+15
2253
$214K ﹤0.01%
6,688
-25,757
2254
$214K ﹤0.01%
12,509
-99,014
2255
$211K ﹤0.01%
4,903
+2,412
2256
$210K ﹤0.01%
23,726
-11,378
2257
$210K ﹤0.01%
15,000
+9,100
2258
$210K ﹤0.01%
23,362
+20,326
2259
$210K ﹤0.01%
10,000
-7,500
2260
$209K ﹤0.01%
13,090
-347,860
2261
$208K ﹤0.01%
1,973
+1,748
2262
$208K ﹤0.01%
9,497
+3,767
2263
$208K ﹤0.01%
11,468
-198
2264
$207K ﹤0.01%
72,349
-8,906
2265
$207K ﹤0.01%
4,591
-19,465
2266
$206K ﹤0.01%
5,175
+3,886
2267
$206K ﹤0.01%
15,828
-73,806
2268
$205K ﹤0.01%
10,811
-16,621
2269
$205K ﹤0.01%
102,588
2270
$205K ﹤0.01%
29,401
+2,660
2271
$205K ﹤0.01%
20,513
+14,542
2272
$204K ﹤0.01%
7,574
-2,039
2273
$204K ﹤0.01%
4,447
-3,873
2274
$203K ﹤0.01%
5,621
-646
2275
$203K ﹤0.01%
+4,416