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
1551
$834K ﹤0.01%
44,123
+760
1552
$832K ﹤0.01%
14,690
-16,485
1553
$830K ﹤0.01%
32,500
1554
$829K ﹤0.01%
41,561
+32,431
1555
$829K ﹤0.01%
35,415
+9,876
1556
$827K ﹤0.01%
43,457
+29,370
1557
$825K ﹤0.01%
57,141
-15,359
1558
$825K ﹤0.01%
74,643
+65,524
1559
$824K ﹤0.01%
35,113
+27,311
1560
$822K ﹤0.01%
21,086
+1,775
1561
$819K ﹤0.01%
48,560
+47,929
1562
$819K ﹤0.01%
13,311
+12,052
1563
$819K ﹤0.01%
170,095
+88,266
1564
$819K ﹤0.01%
8,999
+7,512
1565
$819K ﹤0.01%
31,710
-443,975
1566
$818K ﹤0.01%
703,763
-110,449
1567
$816K ﹤0.01%
51,106
-53,356
1568
$815K ﹤0.01%
9,520
1569
$815K ﹤0.01%
3,770
+2,012
1570
$813K ﹤0.01%
50,113
-206,677
1571
$810K ﹤0.01%
76,796
+35,932
1572
$807K ﹤0.01%
9,652
-3,946
1573
$805K ﹤0.01%
27,609
-711
1574
$794K ﹤0.01%
12,646
+8,867
1575
$789K ﹤0.01%
10,552
-1,955