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
2376
$162K ﹤0.01%
1,009
+598
2377
$162K ﹤0.01%
27,024
+4,746
2378
$161K ﹤0.01%
32,178
-1,564
2379
$161K ﹤0.01%
12,413
-303
2380
$160K ﹤0.01%
3,821
-1,308
2381
$160K ﹤0.01%
80,200
+79,100
2382
$160K ﹤0.01%
870
-470
2383
$160K ﹤0.01%
20,046
-36,332
2384
$159K ﹤0.01%
5,674
-1,939
2385
$158K ﹤0.01%
8,727
+1,321
2386
$158K ﹤0.01%
52,823
-40,133
2387
$157K ﹤0.01%
19,528
+8,323
2388
$157K ﹤0.01%
4,931
+2,249
2389
$157K ﹤0.01%
12,072
-5,085
2390
$156K ﹤0.01%
8,748
-175,755
2391
$156K ﹤0.01%
11,232
+7,332
2392
$156K ﹤0.01%
1,890
-102
2393
$156K ﹤0.01%
11,111
-4,552
2394
$156K ﹤0.01%
+1,476
2395
$156K ﹤0.01%
11,957
+9,326
2396
$156K ﹤0.01%
+6,238
2397
$155K ﹤0.01%
7,720
+3,127
2398
$155K ﹤0.01%
4,561
+2,632
2399
$155K ﹤0.01%
6,186
-485
2400
$155K ﹤0.01%
13,989
+10,768