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
1076
$2.25M ﹤0.01%
182,588
+121,085
1077
$2.24M ﹤0.01%
54,794
+53,576
1078
$2.23M ﹤0.01%
33,154
-99,246
1079
$2.23M ﹤0.01%
56,800
+43,150
1080
$2.23M ﹤0.01%
715,660
-104,856
1081
$2.23M ﹤0.01%
194,234
+71,476
1082
$2.22M ﹤0.01%
87,045
-18,746
1083
$2.22M ﹤0.01%
99,262
-14,955
1084
$2.22M ﹤0.01%
77,500
-27,365
1085
$2.21M ﹤0.01%
34,576
+15,040
1086
$2.21M ﹤0.01%
65,135
-12,069
1087
$2.19M ﹤0.01%
47,417
+26,816
1088
$2.19M ﹤0.01%
79,710
+64,192
1089
$2.18M ﹤0.01%
52,318
-108,520
1090
$2.18M ﹤0.01%
45,628
+11,077
1091
$2.18M ﹤0.01%
71,932
+22,630
1092
$2.18M ﹤0.01%
44,203
+13,478
1093
$2.18M ﹤0.01%
35,404
+28,760
1094
$2.17M ﹤0.01%
41,215
+23,028
1095
$2.17M ﹤0.01%
70,362
-8,682
1096
$2.17M ﹤0.01%
74,304
+65,993
1097
$2.17M ﹤0.01%
6,514
-398
1098
$2.16M ﹤0.01%
38,500
+10,100
1099
$2.15M ﹤0.01%
76,153
+73,413
1100
$2.15M ﹤0.01%
310,400
+10,400