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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$362M
2 +$288M
3 +$256M
4
AAPL icon
Apple
AAPL
+$254M
5
BABA icon
Alibaba
BABA
+$175M

Top Sells

1 +$1B
2 +$261M
3 +$232M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$224M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218M

Sector Composition

1 Technology 14.04%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$10K ﹤0.01%
9,482
+9,400
2902
$10K ﹤0.01%
8,766
+8,742
2903
$10K ﹤0.01%
+2,800
2904
$10K ﹤0.01%
1,418
-855
2905
$10K ﹤0.01%
208
2906
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1,000
2907
$10K ﹤0.01%
+490
2908
$9K ﹤0.01%
375
-1,869
2909
$9K ﹤0.01%
432
+242
2910
$9K ﹤0.01%
575
+570
2911
$9K ﹤0.01%
+15
2912
$9K ﹤0.01%
787
-1,370
2913
$9K ﹤0.01%
+2,674
2914
$9K ﹤0.01%
400
-549
2915
$9K ﹤0.01%
1,859
-33,162
2916
$9K ﹤0.01%
1,174
-3,725
2917
$9K ﹤0.01%
405
+403
2918
$9K ﹤0.01%
+654
2919
$9K ﹤0.01%
+849
2920
$9K ﹤0.01%
229
-2,890
2921
$9K ﹤0.01%
+544
2922
$9K ﹤0.01%
607
-102,378
2923
$9K ﹤0.01%
+28
2924
$9K ﹤0.01%
144
+94
2925
$9K ﹤0.01%
+1,387