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
1776
$1.51M ﹤0.01%
54,844
+1,021
1777
$1.51M ﹤0.01%
46,600
+4,459
1778
$1.5M ﹤0.01%
112,678
-388,393
1779
$1.5M ﹤0.01%
30,890
+101
1780
$1.5M ﹤0.01%
10,338
-726
1781
$1.5M ﹤0.01%
15,853
-703
1782
$1.5M ﹤0.01%
9,188
-569
1783
$1.49M ﹤0.01%
215,000
+30,591
1784
$1.49M ﹤0.01%
192,357
+40,888
1785
$1.49M ﹤0.01%
61,398
+5,912
1786
$1.49M ﹤0.01%
19,606
-1,521
1787
$1.48M ﹤0.01%
95,750
+86,475
1788
$1.48M ﹤0.01%
31,561
+30,008
1789
$1.47M ﹤0.01%
126,462
+41,878
1790
$1.47M ﹤0.01%
98,350
-19,745
1791
$1.47M ﹤0.01%
65,580
+21,769
1792
$1.47M ﹤0.01%
15,820
-1,138
1793
$1.47M ﹤0.01%
33,696
+1,240
1794
$1.47M ﹤0.01%
152,290
-97,591
1795
$1.47M ﹤0.01%
116,094
-8,801
1796
$1.46M ﹤0.01%
65,930
-27,107
1797
$1.46M ﹤0.01%
59,675
+39,339
1798
$1.46M ﹤0.01%
156,764
-477,026
1799
$1.46M ﹤0.01%
52,551
-5,041
1800
$1.46M ﹤0.01%
57,025
-191,252