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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$488K ﹤0.01%
7,502
+2,504
2252
$486K ﹤0.01%
9,671
-1,604
2253
$485K ﹤0.01%
24,507
+12,657
2254
$484K ﹤0.01%
11,163
+2,925
2255
$481K ﹤0.01%
19,206
-20,631
2256
$481K ﹤0.01%
10,241
+6,714
2257
$479K ﹤0.01%
16,750
+13,536
2258
$478K ﹤0.01%
+8,769
2259
$477K ﹤0.01%
59,910
+20,135
2260
$477K ﹤0.01%
26,632
+10,842
2261
$476K ﹤0.01%
33,717
+6,593
2262
$476K ﹤0.01%
3,100
2263
$476K ﹤0.01%
17,221
+4,787
2264
$472K ﹤0.01%
15,300
+14,700
2265
$471K ﹤0.01%
12,264
+4,230
2266
$471K ﹤0.01%
25,956
+7,466
2267
$470K ﹤0.01%
28,621
-40,956
2268
$469K ﹤0.01%
16,377
+9,282
2269
$469K ﹤0.01%
13,221
+1,198
2270
$469K ﹤0.01%
18,926
+2,795
2271
$469K ﹤0.01%
9,830
-24,106
2272
$468K ﹤0.01%
4,675
2273
$467K ﹤0.01%
20,157
+9,280
2274
$467K ﹤0.01%
13,941
+13,774
2275
$467K ﹤0.01%
24,971
+23,362