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
1351
$1.23M ﹤0.01%
118,831
1352
$1.23M ﹤0.01%
36,212
-73,395
1353
$1.23M ﹤0.01%
22,008
-49,060
1354
$1.22M ﹤0.01%
10,436
-70,930
1355
$1.22M ﹤0.01%
64,303
-10,741
1356
$1.22M ﹤0.01%
14,330
-2,733
1357
$1.22M ﹤0.01%
58,900
1358
$1.22M ﹤0.01%
64,783
+26,013
1359
$1.21M ﹤0.01%
22,635
+4,849
1360
$1.21M ﹤0.01%
36,396
+7,516
1361
$1.21M ﹤0.01%
156,571
-22,309
1362
$1.2M ﹤0.01%
19,972
-13,013
1363
$1.2M ﹤0.01%
91,895
+35,878
1364
$1.2M ﹤0.01%
16,753
+4,209
1365
$1.2M ﹤0.01%
110,188
+94,355
1366
$1.19M ﹤0.01%
6,483
+6,158
1367
$1.19M ﹤0.01%
43,056
+25,582
1368
$1.19M ﹤0.01%
26,586
+25,221
1369
$1.19M ﹤0.01%
76,314
+50,598
1370
$1.19M ﹤0.01%
8,413
+7,906
1371
$1.19M ﹤0.01%
33,147
+2,896
1372
$1.18M ﹤0.01%
34,462
+14,305
1373
$1.18M ﹤0.01%
62,697
-194,260
1374
$1.18M ﹤0.01%
47,679
+9,958
1375
$1.17M ﹤0.01%
48,799
-2,313