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
3101
$129K ﹤0.01%
15,633
-13,827
3102
$128K ﹤0.01%
+17,352
3103
$127K ﹤0.01%
13,611
-1,445
3104
$127K ﹤0.01%
15,785
-939
3105
$127K ﹤0.01%
6,463
-699
3106
$127K ﹤0.01%
+12,969
3107
$127K ﹤0.01%
3,462
-247
3108
$126K ﹤0.01%
46,169
+9,476
3109
$126K ﹤0.01%
24,490
+21,669
3110
$126K ﹤0.01%
+30,728
3111
$126K ﹤0.01%
9,966
+790
3112
$125K ﹤0.01%
4,375
+1,517
3113
$125K ﹤0.01%
7,722
-351
3114
$124K ﹤0.01%
1,865
-265
3115
$124K ﹤0.01%
6,210
+818
3116
$124K ﹤0.01%
45,661
+179
3117
$124K ﹤0.01%
28,057
+1,578
3118
$123K ﹤0.01%
13,725
+3,119
3119
$123K ﹤0.01%
10,978
+1,683
3120
$123K ﹤0.01%
35,973
-2,123
3121
$122K ﹤0.01%
43,262
+25,990
3122
$122K ﹤0.01%
3,029
-251
3123
$122K ﹤0.01%
12,932
+11
3124
$122K ﹤0.01%
2,226
3125
$122K ﹤0.01%
13,435