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
1101
$5.31M ﹤0.01%
197,723
-159,158
1102
$5.27M ﹤0.01%
909,072
-66,356
1103
$5.27M ﹤0.01%
57,410
-98,251
1104
$5.26M ﹤0.01%
640,209
-314,017
1105
$5.25M ﹤0.01%
213,860
+176,538
1106
$5.22M ﹤0.01%
81,899
-4,362
1107
$5.21M ﹤0.01%
69,330
-504,000
1108
$5.18M ﹤0.01%
81,360
-15,699
1109
$5.11M ﹤0.01%
118,564
+79,551
1110
$5.08M ﹤0.01%
145,285
+27,568
1111
$5.08M ﹤0.01%
121,068
+60,501
1112
$5.08M ﹤0.01%
112,843
-28,219
1113
$5.08M ﹤0.01%
166,925
-9,235
1114
$5.06M ﹤0.01%
200,000
1115
$5.06M ﹤0.01%
164,678
-5,399
1116
$5.04M ﹤0.01%
72,112
-7,036
1117
$5.04M ﹤0.01%
256,839
+189,660
1118
$5.01M ﹤0.01%
412,436
+7,096
1119
$4.97M ﹤0.01%
150,405
-33,074
1120
$4.97M ﹤0.01%
47,363
+2,869
1121
$4.96M ﹤0.01%
332,202
-382,150
1122
$4.95M ﹤0.01%
469,944
-323,938
1123
$4.94M ﹤0.01%
243,889
-389,081
1124
$4.94M ﹤0.01%
194,312
+72,681
1125
$4.92M ﹤0.01%
326,733
+80,866