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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1.23M ﹤0.01%
402,691
+229,336
2452
$1.22M ﹤0.01%
62,032
+6,121
2453
$1.22M ﹤0.01%
65,254
-12,776
2454
$1.22M ﹤0.01%
9,262
+425
2455
$1.22M ﹤0.01%
71,362
+4,477
2456
$1.22M ﹤0.01%
83,706
-33,751
2457
$1.22M ﹤0.01%
23,694
-264
2458
$1.22M ﹤0.01%
13,000
-5,400
2459
$1.21M ﹤0.01%
12,700
-5,200
2460
$1.21M ﹤0.01%
74,597
+12,465
2461
$1.21M ﹤0.01%
56,471
+2,312
2462
$1.21M ﹤0.01%
354,189
+24,459
2463
$1.21M ﹤0.01%
298,713
+26,790
2464
$1.21M ﹤0.01%
29,263
+16,438
2465
$1.21M ﹤0.01%
24,824
+15,954
2466
$1.2M ﹤0.01%
195,494
+12,885
2467
$1.2M ﹤0.01%
41,815
-27,787
2468
$1.2M ﹤0.01%
49,363
+4,001
2469
$1.2M ﹤0.01%
178,679
+17,253
2470
$1.2M ﹤0.01%
109,630
+6,794
2471
$1.19M ﹤0.01%
180,737
+9,137
2472
$1.19M ﹤0.01%
29,506
+1,613
2473
$1.19M ﹤0.01%
53,330
+16,283
2474
$1.19M ﹤0.01%
58,566
+26,733
2475
$1.19M ﹤0.01%
28,872
+1,454