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
$154B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$942M
2 +$776M
3 +$558M
4
AAPL icon
Apple
AAPL
+$484M
5
NVDA icon
NVIDIA
NVDA
+$400M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$318K ﹤0.01%
5,151
-11,446
2702
$318K ﹤0.01%
3,408
+620
2703
$314K ﹤0.01%
16,685
+113
2704
$313K ﹤0.01%
29,143
-5,950
2705
$312K ﹤0.01%
4,211
+2,390
2706
$312K ﹤0.01%
30,000
2707
$310K ﹤0.01%
8,342
-863
2708
$310K ﹤0.01%
10,534
-6,598
2709
$310K ﹤0.01%
+8,000
2710
$310K ﹤0.01%
24,701
-4,227
2711
$309K ﹤0.01%
12,229
-13,364
2712
$308K ﹤0.01%
63,154
+4,169
2713
$307K ﹤0.01%
9,914
+556
2714
$306K ﹤0.01%
15,475
-16,527
2715
$304K ﹤0.01%
41,127
+28,892
2716
$304K ﹤0.01%
13,305
-827
2717
$302K ﹤0.01%
188,421
+27,946
2718
$301K ﹤0.01%
11,081
-999
2719
$300K ﹤0.01%
15,629
-791
2720
$299K ﹤0.01%
81,716
+28,041
2721
$298K ﹤0.01%
9,284
+3,016
2722
$297K ﹤0.01%
5,200
2723
$297K ﹤0.01%
19,186
+7,133
2724
$296K ﹤0.01%
43,991
-7,264
2725
$296K ﹤0.01%
+15,400