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
1226
$4.13M ﹤0.01%
194,682
-9,299
1227
$4.13M ﹤0.01%
72,690
-8,267
1228
$4.11M ﹤0.01%
278,166
+24,156
1229
$4.11M ﹤0.01%
167,046
-85,376
1230
$4.1M ﹤0.01%
357,145
+50,325
1231
$4.09M ﹤0.01%
16,897
-7,583
1232
$4.09M ﹤0.01%
37,220
-1,713
1233
$4.08M ﹤0.01%
61,087
-467
1234
$4.07M ﹤0.01%
86,167
-15,538
1235
$4.07M ﹤0.01%
107,608
-6,002
1236
$4.07M ﹤0.01%
400,784
+292,683
1237
$4.07M ﹤0.01%
314,891
+20,902
1238
$4.05M ﹤0.01%
570,902
+223,841
1239
$4.03M ﹤0.01%
28,036
-5,589
1240
$4.03M ﹤0.01%
55,140
-8,041
1241
$4.03M ﹤0.01%
185,064
+113,249
1242
$4.01M ﹤0.01%
553,790
+12,235
1243
$3.99M ﹤0.01%
221,082
-15,877
1244
$3.99M ﹤0.01%
36,679
-36,548
1245
$3.98M ﹤0.01%
136,333
+41,428
1246
$3.98M ﹤0.01%
265,514
+255,365
1247
$3.97M ﹤0.01%
96,163
-539
1248
$3.96M ﹤0.01%
211,671
+2,086
1249
$3.96M ﹤0.01%
8,610
+6,838
1250
$3.96M ﹤0.01%
326,770
+6,314