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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$362M
2 +$288M
3 +$256M
4
AAPL icon
Apple
AAPL
+$254M
5
BABA icon
Alibaba
BABA
+$175M

Top Sells

1 +$1B
2 +$261M
3 +$232M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$224M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218M

Sector Composition

1 Technology 14.04%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$37.9M 0.05%
1,367,132
-958,563
177
$37.3M 0.05%
595,129
+123,407
178
$37.1M 0.05%
627,950
-418,357
179
$36.9M 0.05%
571,773
-269,712
180
$36.6M 0.05%
929,881
+165,200
181
$36.5M 0.05%
745,361
-133,544
182
$36.4M 0.05%
424,581
+52,500
183
$36.2M 0.05%
669,751
-280,060
184
$36M 0.05%
1,309,270
-98,159
185
$35.9M 0.05%
535,311
-10,166
186
$35.8M 0.05%
110,068
+101,918
187
$35.6M 0.05%
1,103,262
-9,877
188
$35.4M 0.05%
760,501
-60,673
189
$35.3M 0.05%
138,300
-3,650
190
$33.9M 0.04%
950,821
-74,345
191
$33.4M 0.04%
300,786
-13,038
192
$33.2M 0.04%
478,176
+16,549
193
$32.7M 0.04%
1,982,627
+248,870
194
$32.3M 0.04%
170,232
+36,304
195
$32.3M 0.04%
814,926
+2,214
196
$32.1M 0.04%
364,261
+52,711
197
$32M 0.04%
2,232,280
+532,032
198
$31.7M 0.04%
437,259
+24,552
199
$31M 0.04%
653,701
+142,204
200
$31M 0.04%
762,378
-179,110