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
1476
$964K ﹤0.01%
14,471
-1,670
1477
$961K ﹤0.01%
49,656
+4,469
1478
$958K ﹤0.01%
16,554
+132
1479
$957K ﹤0.01%
34,383
+29,503
1480
$957K ﹤0.01%
17,369
+14,010
1481
$957K ﹤0.01%
9,924
+8,361
1482
$956K ﹤0.01%
18,251
+2,012
1483
$953K ﹤0.01%
30,470
+14,563
1484
$953K ﹤0.01%
188,862
+94,594
1485
$949K ﹤0.01%
17,467
+14,316
1486
$948K ﹤0.01%
14,265
+7,113
1487
$945K ﹤0.01%
25,376
-41,952
1488
$943K ﹤0.01%
87,803
+14,994
1489
$940K ﹤0.01%
91,320
+90,138
1490
$940K ﹤0.01%
13,541
+9,206
1491
$935K ﹤0.01%
27,243
+14,946
1492
$931K ﹤0.01%
+54,790
1493
$930K ﹤0.01%
21,457
+1,701
1494
$925K ﹤0.01%
45,870
+17,137
1495
$924K ﹤0.01%
6,087
+5,651
1496
$917K ﹤0.01%
20,142
-17,122
1497
$915K ﹤0.01%
23,186
+10,913
1498
$913K ﹤0.01%
11,998
-531
1499
$912K ﹤0.01%
50,224
+9,154
1500
$910K ﹤0.01%
12,998
+1,146