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
1551
$2.28M ﹤0.01%
48,229
-31,478
1552
$2.28M ﹤0.01%
209,507
+127,542
1553
$2.27M ﹤0.01%
80,111
-459
1554
$2.27M ﹤0.01%
97,916
-23,844
1555
$2.26M ﹤0.01%
55,445
-15,477
1556
$2.26M ﹤0.01%
78,486
-6,927
1557
$2.25M ﹤0.01%
75,312
-9,714
1558
$2.25M ﹤0.01%
152,002
+148,546
1559
$2.25M ﹤0.01%
19,245
-10,973
1560
$2.24M ﹤0.01%
55,854
-33,229
1561
$2.24M ﹤0.01%
99,078
-24,781
1562
$2.24M ﹤0.01%
4,918
-3,837
1563
$2.22M ﹤0.01%
102,783
-8,279
1564
$2.22M ﹤0.01%
110,817
-101,598
1565
$2.22M ﹤0.01%
48,456
+1,829
1566
$2.22M ﹤0.01%
58,105
-648
1567
$2.22M ﹤0.01%
95,080
+83,952
1568
$2.21M ﹤0.01%
158,210
-710,495
1569
$2.2M ﹤0.01%
180,687
+12,403
1570
$2.19M ﹤0.01%
31,211
-175
1571
$2.19M ﹤0.01%
756,488
-247,006
1572
$2.19M ﹤0.01%
284,439
-388,289
1573
$2.18M ﹤0.01%
18,366
-554
1574
$2.18M ﹤0.01%
64,107
+2,016
1575
$2.18M ﹤0.01%
127,975
+66,107