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
1651
$670K ﹤0.01%
11,078
+8,202
1652
$668K ﹤0.01%
+27,982
1653
$660K ﹤0.01%
60,223
+56,864
1654
$657K ﹤0.01%
11,265
+7,605
1655
$653K ﹤0.01%
823
+747
1656
$653K ﹤0.01%
2,307
+1,875
1657
$653K ﹤0.01%
+21,931
1658
$650K ﹤0.01%
14,387
+4,729
1659
$649K ﹤0.01%
27,690
+21,065
1660
$649K ﹤0.01%
10,911
-1,488
1661
$649K ﹤0.01%
20,446
-817
1662
$647K ﹤0.01%
13,491
+1,959
1663
$646K ﹤0.01%
26,792
+18,259
1664
$644K ﹤0.01%
19,475
-12,760
1665
$643K ﹤0.01%
43,073
-35,043
1666
$643K ﹤0.01%
8,369
+4,031
1667
$643K ﹤0.01%
14,301
+4,679
1668
$642K ﹤0.01%
32,606
+11,954
1669
$641K ﹤0.01%
278,644
+58,337
1670
$640K ﹤0.01%
42,872
-6,426
1671
$640K ﹤0.01%
438,117
1672
$639K ﹤0.01%
16,960
+14,318
1673
$637K ﹤0.01%
30,446
+17,551
1674
$636K ﹤0.01%
28,319
+17,219
1675
$631K ﹤0.01%
4,284
+1,464