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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$362M
2 +$288M
3 +$256M
4
AAPL icon
Apple
AAPL
+$254M
5
BABA icon
Alibaba
BABA
+$175M

Top Sells

1 +$1B
2 +$261M
3 +$232M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$224M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218M

Sector Composition

1 Technology 14.04%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$2.22M ﹤0.01%
51,778
-125,336
1027
$2.22M ﹤0.01%
33,402
+21,349
1028
$2.21M ﹤0.01%
82,248
+36,818
1029
$2.19M ﹤0.01%
22,059
+21,885
1030
$2.18M ﹤0.01%
38,967
+38,167
1031
$2.17M ﹤0.01%
129,488
+2,511
1032
$2.15M ﹤0.01%
35,300
-1,341
1033
$2.15M ﹤0.01%
100,221
+61,768
1034
$2.15M ﹤0.01%
490,505
+425,940
1035
$2.13M ﹤0.01%
22,797
+1,767
1036
$2.13M ﹤0.01%
34,484
+32,043
1037
$2.13M ﹤0.01%
16,905
-9,640
1038
$2.13M ﹤0.01%
53,287
-1,387
1039
$2.12M ﹤0.01%
80,932
-24,134
1040
$2.12M ﹤0.01%
30,033
+353
1041
$2.11M ﹤0.01%
17,723
-8,344
1042
$2.11M ﹤0.01%
97,719
+33,129
1043
$2.11M ﹤0.01%
100,944
-73,749
1044
$2.1M ﹤0.01%
79,102
+72,023
1045
$2.1M ﹤0.01%
48,800
-847
1046
$2.09M ﹤0.01%
29,882
-11,327
1047
$2.09M ﹤0.01%
103,697
-23,648
1048
$2.09M ﹤0.01%
119,360
-30,210
1049
$2.08M ﹤0.01%
32,126
+29,903
1050
$2.08M ﹤0.01%
44,440
+44,390