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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$618M
3 +$554M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$437M
5
AAPL icon
Apple
AAPL
+$333M

Top Sells

1 +$2.38B
2 +$1.59B
3 +$1.32B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$993M
5
DD icon
DuPont de Nemours
DD
+$761M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.36%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$49K ﹤0.01%
2,736
-1,190
3127
$48K ﹤0.01%
2,056
3128
$48K ﹤0.01%
2,813
3129
$48K ﹤0.01%
2,286
-5,412
3130
$48K ﹤0.01%
1,898
-790
3131
$48K ﹤0.01%
3,879
-1,647
3132
$47K ﹤0.01%
3,028
-262
3133
$47K ﹤0.01%
6,513
3134
$47K ﹤0.01%
+1,616
3135
$47K ﹤0.01%
755
-304
3136
$47K ﹤0.01%
10,115
-4,022
3137
$47K ﹤0.01%
650
3138
$47K ﹤0.01%
4,571
-1,240
3139
$47K ﹤0.01%
3,472
-1,103
3140
$47K ﹤0.01%
+10,191
3141
$46K ﹤0.01%
5,537
-128,636
3142
$46K ﹤0.01%
1,819
3143
$46K ﹤0.01%
1,640
-70,118
3144
$46K ﹤0.01%
13,380
-5,779
3145
$46K ﹤0.01%
4,331
-1,786
3146
$46K ﹤0.01%
402
-175
3147
$46K ﹤0.01%
1,028
+208
3148
$46K ﹤0.01%
21,313
-8,746
3149
$45K ﹤0.01%
5,045
-1,455
3150
$45K ﹤0.01%
1,801
-751