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
1401
$1.11M ﹤0.01%
29,203
+28,126
1402
$1.11M ﹤0.01%
38,710
+31,171
1403
$1.11M ﹤0.01%
25,029
-3,281
1404
$1.11M ﹤0.01%
9,865
+9,746
1405
$1.1M ﹤0.01%
489
-307
1406
$1.1M ﹤0.01%
49,275
-20,427
1407
$1.1M ﹤0.01%
20,339
-547
1408
$1.1M ﹤0.01%
94,200
-5,400
1409
$1.1M ﹤0.01%
40,207
+13,113
1410
$1.1M ﹤0.01%
22,795
-62,596
1411
$1.1M ﹤0.01%
32,608
+29,854
1412
$1.09M ﹤0.01%
119,352
+104,540
1413
$1.09M ﹤0.01%
24,578
-51,791
1414
$1.08M ﹤0.01%
9,682
+700
1415
$1.08M ﹤0.01%
93,589
-30,081
1416
$1.08M ﹤0.01%
26,357
+15,713
1417
$1.08M ﹤0.01%
74,182
+38,720
1418
$1.08M ﹤0.01%
18,695
+11,305
1419
$1.08M ﹤0.01%
26,431
+25,363
1420
$1.07M ﹤0.01%
29,345
+25,692
1421
$1.07M ﹤0.01%
54,226
+53,460
1422
$1.07M ﹤0.01%
42,074
+32,122
1423
$1.06M ﹤0.01%
29,804
-6,763
1424
$1.06M ﹤0.01%
38,076
+7,017
1425
$1.06M ﹤0.01%
138,500
+136,106