Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
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
26
$564M 0.3%
4,051,490
+415,869
27
$552M 0.29%
18,291,893
+5,591,425
28
$543M 0.29%
2,058,797
-2,575,276
29
$520M 0.27%
1,039,235
+255,942
30
$498M 0.26%
2,748,709
-189,560
31
$498M 0.26%
1,394,324
+326,861
32
$474M 0.25%
2,666,245
+1,756,172
33
$464M 0.25%
6,530,797
-10,697,815
34
$449M 0.24%
3,176,181
+33,171
35
$439M 0.23%
8,498,895
-1,218,417
36
$431M 0.23%
19,862,228
+2,785,485
37
$420M 0.22%
6,131,772
-1,005,901
38
$411M 0.22%
3,773,609
+2,000,359
39
$406M 0.21%
4,653,166
+3,216,070
40
$405M 0.21%
2,932,897
+198,759
41
$400M 0.21%
13,575,494
-6,633,295
42
$398M 0.21%
8,887,676
+818,159
43
$373M 0.2%
1,726,827
+588,724
44
$371M 0.2%
2,635,210
-1,854,963
45
$369M 0.19%
1,387,815
+213,465
46
$361M 0.19%
7,505,055
+1,085,850
47
$352M 0.19%
3,008,242
-614,745
48
$350M 0.19%
2,361,442
+850,956
49
$342M 0.18%
1,459,295
+256,258
50
$340M 0.18%
3,659,792
+735,184
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2
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