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
1501
$910K ﹤0.01%
10,717
+7,764
1502
$909K ﹤0.01%
23,009
-10,570
1503
$909K ﹤0.01%
147,468
+122,854
1504
$906K ﹤0.01%
10,283
-2,878
1505
$903K ﹤0.01%
31,316
-184
1506
$901K ﹤0.01%
28,851
+20,892
1507
$900K ﹤0.01%
88,252
+43,251
1508
$900K ﹤0.01%
131,084
+109,222
1509
$897K ﹤0.01%
19,003
+3,990
1510
$891K ﹤0.01%
13,384
+744
1511
$891K ﹤0.01%
19,873
-13,758
1512
$890K ﹤0.01%
15,793
-1,389
1513
$890K ﹤0.01%
503,451
-11,013
1514
$887K ﹤0.01%
53,777
-33,203
1515
$881K ﹤0.01%
25,999
+2,572
1516
$880K ﹤0.01%
12,287
+8,292
1517
$880K ﹤0.01%
43,697
+25,682
1518
$879K ﹤0.01%
4,132
-697
1519
$878K ﹤0.01%
54,817
+48,761
1520
$875K ﹤0.01%
45,925
+12,300
1521
$873K ﹤0.01%
29,624
+3,216
1522
$873K ﹤0.01%
27,238
-12,393
1523
$872K ﹤0.01%
14,210
+6,799
1524
$872K ﹤0.01%
7,463
-4,335
1525
$872K ﹤0.01%
37,166
+4,768