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
1101
$2.15M ﹤0.01%
140,768
+31,164
1102
$2.15M ﹤0.01%
50,991
+47,352
1103
$2.14M ﹤0.01%
24,131
+19,953
1104
$2.13M ﹤0.01%
180,930
+132,289
1105
$2.13M ﹤0.01%
64,751
-445,455
1106
$2.13M ﹤0.01%
22,984
-18,318
1107
$2.12M ﹤0.01%
35,412
-16,290
1108
$2.11M ﹤0.01%
47,141
+19,924
1109
$2.11M ﹤0.01%
114,428
+38,481
1110
$2.1M ﹤0.01%
106,252
+56,579
1111
$2.1M ﹤0.01%
6,964
-4,582
1112
$2.09M ﹤0.01%
119,997
+98,503
1113
$2.09M ﹤0.01%
11,459
+9,810
1114
$2.09M ﹤0.01%
15,856
1115
$2.08M ﹤0.01%
95,425
+80,399
1116
$2.07M ﹤0.01%
14,719
+13,256
1117
$2.06M ﹤0.01%
47,814
+31,054
1118
$2.06M ﹤0.01%
50,555
+45,130
1119
$2.06M ﹤0.01%
173,728
+101,167
1120
$2.05M ﹤0.01%
57,590
-17,437
1121
$2.05M ﹤0.01%
35,747
+353
1122
$2.05M ﹤0.01%
32,331
+4,683
1123
$2.04M ﹤0.01%
18,894
+2,319
1124
$2.03M ﹤0.01%
61,238
+36,449
1125
$2.02M ﹤0.01%
76,986
+5,311