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
1301
$1.35M ﹤0.01%
35,076
+3,092
1302
$1.35M ﹤0.01%
3,900
+3,193
1303
$1.34M ﹤0.01%
68,938
+56,790
1304
$1.34M ﹤0.01%
2,618
+2,331
1305
$1.34M ﹤0.01%
15,497
-133,000
1306
$1.34M ﹤0.01%
32,575
+6,148
1307
$1.34M ﹤0.01%
16,239
-1,460
1308
$1.33M ﹤0.01%
39,195
+1,302
1309
$1.33M ﹤0.01%
85,299
+8,542
1310
$1.33M ﹤0.01%
12,974
+12,665
1311
$1.32M ﹤0.01%
16,316
+3,727
1312
$1.32M ﹤0.01%
24,008
+22,503
1313
$1.32M ﹤0.01%
39,143
+6,543
1314
$1.31M ﹤0.01%
20,526
+4,353
1315
$1.31M ﹤0.01%
128,809
+51,163
1316
$1.3M ﹤0.01%
117,174
-19,671
1317
$1.3M ﹤0.01%
52,251
+7,995
1318
$1.3M ﹤0.01%
55,307
+23,889
1319
$1.3M ﹤0.01%
29,905
-127,490
1320
$1.3M ﹤0.01%
24,858
+13,620
1321
$1.3M ﹤0.01%
32,755
-205
1322
$1.29M ﹤0.01%
29,311
-455
1323
$1.29M ﹤0.01%
11,139
+2,523
1324
$1.29M ﹤0.01%
88,920
+87,897
1325
$1.29M ﹤0.01%
51,550
+42,340