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
1001
$6.66M ﹤0.01%
19,492
-10,186
1002
$6.65M ﹤0.01%
131,446
-11,632
1003
$6.65M ﹤0.01%
123,884
-4,085
1004
$6.64M ﹤0.01%
989,562
+831,929
1005
$6.63M ﹤0.01%
313,442
-5,025
1006
$6.6M ﹤0.01%
52,810
-1,370
1007
$6.57M ﹤0.01%
91,767
-159,233
1008
$6.53M ﹤0.01%
25,137
+2,977
1009
$6.52M ﹤0.01%
267,639
+39,264
1010
$6.51M ﹤0.01%
474,697
+414,520
1011
$6.5M ﹤0.01%
167,864
-7,043
1012
$6.5M ﹤0.01%
182,684
+133,499
1013
$6.5M ﹤0.01%
131,576
-12,584
1014
$6.49M ﹤0.01%
110,319
-15,345
1015
$6.48M ﹤0.01%
200,000
1016
$6.47M ﹤0.01%
140,000
1017
$6.46M ﹤0.01%
181,296
-144,800
1018
$6.45M ﹤0.01%
56,708
+5,532
1019
$6.45M ﹤0.01%
153,034
+6,111
1020
$6.4M ﹤0.01%
228,388
+23,511
1021
$6.38M ﹤0.01%
42,155
-11,784
1022
$6.37M ﹤0.01%
120,783
+28,727
1023
$6.36M ﹤0.01%
126,545
+22,198
1024
$6.34M ﹤0.01%
73,950
-46,997
1025
$6.34M ﹤0.01%
+65,391