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
1701
$1.74M ﹤0.01%
24,225
+7,186
1702
$1.74M ﹤0.01%
80,154
-9,024
1703
$1.74M ﹤0.01%
64,235
-4,433
1704
$1.74M ﹤0.01%
24,132
-2,109
1705
$1.73M ﹤0.01%
72,618
+70,282
1706
$1.73M ﹤0.01%
55,084
-27,978
1707
$1.73M ﹤0.01%
40,005
-14,871
1708
$1.72M ﹤0.01%
33,880
-1,539
1709
$1.72M ﹤0.01%
229,722
-20,539
1710
$1.72M ﹤0.01%
39,035
-3,843
1711
$1.7M ﹤0.01%
60,470
-5,184
1712
$1.7M ﹤0.01%
47,174
-11,710
1713
$1.7M ﹤0.01%
38,811
-2,721
1714
$1.7M ﹤0.01%
73,998
+7,004
1715
$1.69M ﹤0.01%
51,613
+35,746
1716
$1.69M ﹤0.01%
21,105
-7,705
1717
$1.69M ﹤0.01%
252,648
-2,091,783
1718
$1.69M ﹤0.01%
37,914
-4,965
1719
$1.68M ﹤0.01%
117,390
-15,897
1720
$1.67M ﹤0.01%
113,877
+22,273
1721
$1.65M ﹤0.01%
150,674
-1,662
1722
$1.65M ﹤0.01%
155,437
+21,160
1723
$1.65M ﹤0.01%
1,104
+23
1724
$1.65M ﹤0.01%
+24,587
1725
$1.64M ﹤0.01%
26,515
-16,753