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
1876
$410K ﹤0.01%
5,382
-6,177
1877
$409K ﹤0.01%
11,482
+9,575
1878
$409K ﹤0.01%
4,653
+2,179
1879
$409K ﹤0.01%
+61,700
1880
$408K ﹤0.01%
40,955
+36,732
1881
$407K ﹤0.01%
86,377
-1,199,234
1882
$407K ﹤0.01%
14,202
-92,432
1883
$407K ﹤0.01%
24,673
+10,843
1884
$406K ﹤0.01%
5,895
+1,305
1885
$405K ﹤0.01%
9,763
+1,940
1886
$404K ﹤0.01%
13,131
+6,427
1887
$404K ﹤0.01%
6,137
-9,231
1888
$403K ﹤0.01%
15,792
+12,683
1889
$403K ﹤0.01%
22,136
+14,948
1890
$403K ﹤0.01%
18,779
+18,458
1891
$402K ﹤0.01%
1,291
+920
1892
$402K ﹤0.01%
16,403
-48,288
1893
$401K ﹤0.01%
20,092
-138,582
1894
$401K ﹤0.01%
20,029
+14,809
1895
$400K ﹤0.01%
32,242
-168
1896
$400K ﹤0.01%
9,768
-107,965
1897
$399K ﹤0.01%
17,579
+10,421
1898
$399K ﹤0.01%
21,106
-18,069
1899
$398K ﹤0.01%
20,214
-16,540
1900
$397K ﹤0.01%
15,538
-10,950