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
1526
$871K ﹤0.01%
73,836
+53,010
1527
$870K ﹤0.01%
10,674
+331
1528
$870K ﹤0.01%
4,401
-1,987
1529
$869K ﹤0.01%
24,949
+16,243
1530
$867K ﹤0.01%
80,266
+47,955
1531
$865K ﹤0.01%
40,065
+30,441
1532
$864K ﹤0.01%
30,874
-1,226
1533
$860K ﹤0.01%
27,701
+25,198
1534
$860K ﹤0.01%
54,333
+5,268
1535
$858K ﹤0.01%
33,783
+25,099
1536
$855K ﹤0.01%
26,757
+409
1537
$852K ﹤0.01%
37,784
-31,002
1538
$851K ﹤0.01%
7,424
-7,637
1539
$849K ﹤0.01%
14,704
+714
1540
$848K ﹤0.01%
51,289
-202
1541
$845K ﹤0.01%
52,504
-58,748
1542
$844K ﹤0.01%
7,718
+6,736
1543
$844K ﹤0.01%
58,667
-19,104
1544
$842K ﹤0.01%
24,050
-101,595
1545
$840K ﹤0.01%
22,802
+3,053
1546
$838K ﹤0.01%
45,321
+44,842
1547
$837K ﹤0.01%
19,564
-685
1548
$837K ﹤0.01%
12,971
+5,002
1549
$835K ﹤0.01%
59,280
+56,410
1550
$834K ﹤0.01%
10,625
+542