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
1651
$1.93M ﹤0.01%
69,349
-36,236
1652
$1.93M ﹤0.01%
54,599
-10,605
1653
$1.92M ﹤0.01%
139,219
-17,158
1654
$1.92M ﹤0.01%
50,324
+19,615
1655
$1.92M ﹤0.01%
30,278
-2,201
1656
$1.92M ﹤0.01%
59,704
+3,300
1657
$1.91M ﹤0.01%
144,218
+22,898
1658
$1.91M ﹤0.01%
156,299
-18,974
1659
$1.91M ﹤0.01%
31,391
-6,147
1660
$1.91M ﹤0.01%
72,837
+3,223
1661
$1.91M ﹤0.01%
225,067
-9,996
1662
$1.89M ﹤0.01%
35,770
-7,607
1663
$1.89M ﹤0.01%
25,865
-6,823
1664
$1.88M ﹤0.01%
82,999
-712
1665
$1.87M ﹤0.01%
183,079
-26,320
1666
$1.87M ﹤0.01%
63,083
-28,459
1667
$1.86M ﹤0.01%
86,668
-5,222
1668
$1.85M ﹤0.01%
96,441
+482
1669
$1.84M ﹤0.01%
135,349
+447
1670
$1.84M ﹤0.01%
88,128
+83,227
1671
$1.83M ﹤0.01%
121,458
-36,414
1672
$1.83M ﹤0.01%
259,952
+159,952
1673
$1.83M ﹤0.01%
27,099
-5,251
1674
$1.83M ﹤0.01%
18,056
-916
1675
$1.83M ﹤0.01%
38,811
+17,692