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
$33.7B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,304
New
Increased
Reduced
Closed

Top Sells

1 +$435M
2 +$412M
3 +$259M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$256M
5
BABA icon
Alibaba
BABA
+$223M

Sector Composition

1 Technology 12.97%
2 Financials 12.22%
3 Healthcare 10.7%
4 Communication Services 7.75%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$2.69M ﹤0.01%
111,870
-229,204
1002
$2.68M ﹤0.01%
33,839
-30,826
1003
$2.68M ﹤0.01%
141,432
+38,938
1004
$2.67M ﹤0.01%
147,847
-1,517
1005
$2.67M ﹤0.01%
26,420
+7,455
1006
$2.67M ﹤0.01%
80,350
+50,488
1007
$2.67M ﹤0.01%
50,715
+23,324
1008
$2.67M ﹤0.01%
87,027
+49,605
1009
$2.65M ﹤0.01%
75,507
+28,522
1010
$2.65M ﹤0.01%
33,600
+14,553
1011
$2.63M ﹤0.01%
52,484
-3,481
1012
$2.61M ﹤0.01%
41,245
+591
1013
$2.61M ﹤0.01%
229,364
+222,214
1014
$2.6M ﹤0.01%
51,398
+20,666
1015
$2.59M ﹤0.01%
71,367
+61,959
1016
$2.58M ﹤0.01%
77,172
-82,623
1017
$2.58M ﹤0.01%
26,958
+5,098
1018
$2.57M ﹤0.01%
57,621
+483
1019
$2.57M ﹤0.01%
244,377
-469,058
1020
$2.56M ﹤0.01%
281,346
+66,947
1021
$2.55M ﹤0.01%
188,835
+36,754
1022
$2.54M ﹤0.01%
37,746
+36,722
1023
$2.53M ﹤0.01%
103,850
+38,320
1024
$2.53M ﹤0.01%
82,644
-102,532
1025
$2.53M ﹤0.01%
156,173
-1,582