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
1151
$4.72M ﹤0.01%
205,944
-29,596
1152
$4.71M ﹤0.01%
42,393
-601
1153
$4.7M ﹤0.01%
256,976
-110,982
1154
$4.68M ﹤0.01%
570,199
+3,573
1155
$4.66M ﹤0.01%
78,972
-7,927
1156
$4.66M ﹤0.01%
45,176
-18,077
1157
$4.65M ﹤0.01%
64,784
-64,831
1158
$4.65M ﹤0.01%
78,036
-29,850
1159
$4.65M ﹤0.01%
204,690
-79,227
1160
$4.64M ﹤0.01%
87,579
-103,528
1161
$4.63M ﹤0.01%
27,902
-31,542
1162
$4.62M ﹤0.01%
55,383
-55,367
1163
$4.59M ﹤0.01%
26,917
+960
1164
$4.59M ﹤0.01%
170,695
+18,588
1165
$4.58M ﹤0.01%
39,520
-7,107
1166
$4.58M ﹤0.01%
175,913
+63,943
1167
$4.55M ﹤0.01%
272,087
+130,351
1168
$4.54M ﹤0.01%
337,436
+10,989
1169
$4.53M ﹤0.01%
217,270
+27,730
1170
$4.52M ﹤0.01%
454,891
+210,866
1171
$4.51M ﹤0.01%
208,770
+26,980
1172
$4.51M ﹤0.01%
274,793
-18,749
1173
$4.5M ﹤0.01%
139,232
+67,036
1174
$4.5M ﹤0.01%
110,918
-4,455
1175
$4.5M ﹤0.01%
27,251
+3,762