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
1476
$2.56M ﹤0.01%
40,260
-3,020
1477
$2.56M ﹤0.01%
+171,895
1478
$2.55M ﹤0.01%
69,294
-331,576
1479
$2.55M ﹤0.01%
134,712
-1,245
1480
$2.55M ﹤0.01%
203,085
-42,232
1481
$2.54M ﹤0.01%
14,923
-797
1482
$2.53M ﹤0.01%
23,329
+6,283
1483
$2.52M ﹤0.01%
30,943
-29,088
1484
$2.52M ﹤0.01%
75,248
+10,352
1485
$2.52M ﹤0.01%
516,762
+194,263
1486
$2.52M ﹤0.01%
45,075
-149,577
1487
$2.52M ﹤0.01%
22,057
+13,641
1488
$2.52M ﹤0.01%
31,707
-4,283
1489
$2.51M ﹤0.01%
54,212
+24,691
1490
$2.5M ﹤0.01%
134,801
-108,582
1491
$2.5M ﹤0.01%
55,522
+34,242
1492
$2.5M ﹤0.01%
786,793
+117,596
1493
$2.5M ﹤0.01%
92,074
-4,361
1494
$2.48M ﹤0.01%
65,492
+12,980
1495
$2.47M ﹤0.01%
100,010
-142,558
1496
$2.47M ﹤0.01%
70,790
-82,819
1497
$2.46M ﹤0.01%
38,038
-7,342
1498
$2.46M ﹤0.01%
67,886
-35,428
1499
$2.46M ﹤0.01%
107,178
+1,735
1500
$2.45M ﹤0.01%
578,092
+329,395