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
$33.7B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,304
New
Increased
Reduced
Closed

Top Sells

1 +$435M
2 +$412M
3 +$259M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$256M
5
BABA icon
Alibaba
BABA
+$223M

Sector Composition

1 Technology 12.97%
2 Financials 12.22%
3 Healthcare 10.7%
4 Communication Services 7.75%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$70K ﹤0.01%
3,911
-78,255
2652
$70K ﹤0.01%
2,133
2653
$69K ﹤0.01%
1,359
-3,249
2654
$69K ﹤0.01%
7,627
+3,546
2655
$68K ﹤0.01%
650
-10,199
2656
$68K ﹤0.01%
692
+612
2657
$68K ﹤0.01%
4,800
+4,663
2658
$67K ﹤0.01%
2,520
-885
2659
$67K ﹤0.01%
2,900
2660
$67K ﹤0.01%
2,354
-3,928
2661
$66K ﹤0.01%
769
2662
$66K ﹤0.01%
3,958
+3,750
2663
$66K ﹤0.01%
6,504
+6,378
2664
$65K ﹤0.01%
2,101
-328
2665
$65K ﹤0.01%
+2,196
2666
$65K ﹤0.01%
2,906
-14,847
2667
$65K ﹤0.01%
1,550
2668
$64K ﹤0.01%
901
-659
2669
$64K ﹤0.01%
1,720
+1,353
2670
$64K ﹤0.01%
1,352
+273
2671
$64K ﹤0.01%
1,164
+692
2672
$64K ﹤0.01%
2,500
2673
$64K ﹤0.01%
2,136
+902
2674
$64K ﹤0.01%
3,800
+3,649
2675
$64K ﹤0.01%
1,154
+314