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
1376
$3.15M ﹤0.01%
70,408
+16,505
1377
$3.15M ﹤0.01%
35,234
-16,852
1378
$3.14M ﹤0.01%
139,058
+96,639
1379
$3.13M ﹤0.01%
68,926
-20,926
1380
$3.13M ﹤0.01%
46,653
+20,362
1381
$3.13M ﹤0.01%
161,681
-38,539
1382
$3.12M ﹤0.01%
143,417
-26,440
1383
$3.12M ﹤0.01%
26,930
-93,227
1384
$3.12M ﹤0.01%
71,958
-5,775
1385
$3.12M ﹤0.01%
31,062
-5,458
1386
$3.12M ﹤0.01%
83,892
-762
1387
$3.12M ﹤0.01%
35,078
-3,355
1388
$3.11M ﹤0.01%
21,372
-3,784
1389
$3.11M ﹤0.01%
77,428
+4,426
1390
$3.1M ﹤0.01%
44,909
-11,081
1391
$3.1M ﹤0.01%
169,836
+59,591
1392
$3.09M ﹤0.01%
86,187
+10,591
1393
$3.09M ﹤0.01%
37,798
-9,613
1394
$3.07M ﹤0.01%
54,272
-7,940
1395
$3.06M ﹤0.01%
82,189
+27,660
1396
$3.06M ﹤0.01%
98,948
-12,885
1397
$3.06M ﹤0.01%
413,066
1398
$3.05M ﹤0.01%
301,938
+207,953
1399
$3.05M ﹤0.01%
175,525
+12,867
1400
$3.04M ﹤0.01%
55,046
-29,759