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
1726
$571K ﹤0.01%
6,723
+5,164
1727
$570K ﹤0.01%
4,597
+3,985
1728
$569K ﹤0.01%
202,929
+201,137
1729
$567K ﹤0.01%
64,602
+61,699
1730
$563K ﹤0.01%
29,916
+24,875
1731
$562K ﹤0.01%
9,267
+5,931
1732
$562K ﹤0.01%
20,360
+19,787
1733
$558K ﹤0.01%
7,885
+3,038
1734
$555K ﹤0.01%
21,014
-25,358
1735
$554K ﹤0.01%
11,373
-568
1736
$554K ﹤0.01%
19,482
+13,324
1737
$553K ﹤0.01%
50,578
+38,160
1738
$553K ﹤0.01%
31,730
-10,842
1739
$553K ﹤0.01%
35,212
+14,439
1740
$552K ﹤0.01%
4,452
-27,661
1741
$551K ﹤0.01%
12,082
+10,212
1742
$548K ﹤0.01%
79,000
-6,144
1743
$545K ﹤0.01%
10,492
-18,640
1744
$544K ﹤0.01%
114,242
-301,892
1745
$542K ﹤0.01%
26,757
+12,110
1746
$540K ﹤0.01%
3,341
-2,626
1747
$540K ﹤0.01%
66,006
+38,917
1748
$534K ﹤0.01%
20,931
-29,065
1749
$532K ﹤0.01%
75,924
+73,012
1750
$530K ﹤0.01%
18,456
+16,614