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
2351
$304K ﹤0.01%
4,350
+3,676
2352
$302K ﹤0.01%
10,877
+5,911
2353
$302K ﹤0.01%
6,717
+4,382
2354
$301K ﹤0.01%
22,182
-8,084
2355
$299K ﹤0.01%
11,838
+11,277
2356
$299K ﹤0.01%
15,843
-28,431
2357
$299K ﹤0.01%
7,900
+6,416
2358
$298K ﹤0.01%
969
-138
2359
$297K ﹤0.01%
11,723
-1,367
2360
$294K ﹤0.01%
6,103
-1,206
2361
$294K ﹤0.01%
9,102
+8,394
2362
$293K ﹤0.01%
7,948
-10,861
2363
$292K ﹤0.01%
+6,555
2364
$292K ﹤0.01%
12,100
+6,919
2365
$292K ﹤0.01%
15,821
+7,233
2366
$292K ﹤0.01%
1,475
+782
2367
$291K ﹤0.01%
9,569
+3,202
2368
$291K ﹤0.01%
18,675
+17,573
2369
$291K ﹤0.01%
7,302
+5,943
2370
$291K ﹤0.01%
12,263
+4,133
2371
$290K ﹤0.01%
6,064
+4,290
2372
$289K ﹤0.01%
552
2373
$289K ﹤0.01%
49,616
+20,260
2374
$288K ﹤0.01%
14,679
+10,107
2375
$288K ﹤0.01%
23,748
+22,233