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
1001
$5.12M ﹤0.01%
288,289
+78,392
1002
$5.12M ﹤0.01%
130,096
-12,584
1003
$5.11M ﹤0.01%
119,584
+52,254
1004
$5.11M ﹤0.01%
80,500
-10,128
1005
$5.08M ﹤0.01%
38,744
+15,680
1006
$5.07M ﹤0.01%
634,089
+343,311
1007
$5.07M ﹤0.01%
88,630
-72,188
1008
$5.07M ﹤0.01%
57,814
+17,256
1009
$5.07M ﹤0.01%
103,490
-11,648
1010
$5.05M ﹤0.01%
117,375
-9,889
1011
$5.04M ﹤0.01%
1,288,194
-249,425
1012
$5.03M ﹤0.01%
66,399
-18,198
1013
$5M ﹤0.01%
39,903
-14,085
1014
$5M ﹤0.01%
230,119
-9,006
1015
$4.98M ﹤0.01%
156,730
+13,614
1016
$4.94M ﹤0.01%
305,066
+186,084
1017
$4.94M ﹤0.01%
34,947
-39,956
1018
$4.92M ﹤0.01%
54,227
-40,031
1019
$4.91M ﹤0.01%
405,807
+279,526
1020
$4.88M ﹤0.01%
567,848
1021
$4.87M ﹤0.01%
40,637
+7,186
1022
$4.84M ﹤0.01%
178,828
+9,913
1023
$4.83M ﹤0.01%
111,446
-3,253
1024
$4.8M ﹤0.01%
94,306
+66,266
1025
$4.8M ﹤0.01%
110,741
+38,144