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
701
$17.9M 0.01%
90,374
+16,485
702
$17.8M 0.01%
123,860
+13,781
703
$17.6M 0.01%
66,720
-53,710
704
$17.5M 0.01%
243,886
-48,662
705
$17.4M 0.01%
1,079,512
+1,010,226
706
$17.4M 0.01%
66,313
-6,232
707
$17.3M 0.01%
1,187,802
+232,702
708
$17.3M 0.01%
420,100
+65,840
709
$17.2M 0.01%
165,305
-52,461
710
$17.2M 0.01%
2,423,679
+981,153
711
$17.2M 0.01%
4,573,366
+883,682
712
$17.2M 0.01%
1,529,134
+1,177,403
713
$17.2M 0.01%
307,486
+206,720
714
$17.1M 0.01%
54,440
-12,706
715
$16.9M 0.01%
100,106
+29,343
716
$16.9M 0.01%
124,618
+56,939
717
$16.9M 0.01%
572,267
+426,921
718
$16.8M 0.01%
800,000
+283,449
719
$16.8M 0.01%
1,021,120
-1,502,955
720
$16.7M 0.01%
250,000
721
$16.7M 0.01%
456,099
-5,627
722
$16.7M 0.01%
267,868
-45,521
723
$16.4M 0.01%
327,698
+87
724
$16.4M 0.01%
496,300
+167,080
725
$16.4M 0.01%
+573,335