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
1676
$630K ﹤0.01%
180,038
-193,389
1677
$629K ﹤0.01%
8,097
+2,851
1678
$628K ﹤0.01%
30,861
+5,551
1679
$625K ﹤0.01%
17,498
+17,110
1680
$625K ﹤0.01%
14,408
1681
$623K ﹤0.01%
30,229
+12,912
1682
$622K ﹤0.01%
32,663
-48,091
1683
$621K ﹤0.01%
7,327
+4,113
1684
$620K ﹤0.01%
20,401
+19,065
1685
$620K ﹤0.01%
54,117
-12,356
1686
$620K ﹤0.01%
1,854
+1,850
1687
$620K ﹤0.01%
27,981
+16,313
1688
$618K ﹤0.01%
15,474
+3,877
1689
$615K ﹤0.01%
55,971
+2,055
1690
$613K ﹤0.01%
60,800
+12,792
1691
$612K ﹤0.01%
46,017
+23,125
1692
$611K ﹤0.01%
56,603
+56,205
1693
$610K ﹤0.01%
21,933
1694
$609K ﹤0.01%
22,575
+17,667
1695
$607K ﹤0.01%
9,310
-71,918
1696
$606K ﹤0.01%
72,946
+69,313
1697
$606K ﹤0.01%
107,479
+94,219
1698
$606K ﹤0.01%
180,854
-82,852
1699
$605K ﹤0.01%
46,032
+38,429
1700
$605K ﹤0.01%
39,946
+14,068