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
2051
$184K ﹤0.01%
+16,210
2052
$184K ﹤0.01%
132,214
+14,890
2053
$182K ﹤0.01%
+1,620
2054
$182K ﹤0.01%
3,513
+3,422
2055
$181K ﹤0.01%
2,439
-24,801
2056
$181K ﹤0.01%
3,235
-2,441
2057
$181K ﹤0.01%
+3,818
2058
$180K ﹤0.01%
4,500
+4,420
2059
$180K ﹤0.01%
8,354
+2,579
2060
$180K ﹤0.01%
5,415
-81
2061
$180K ﹤0.01%
+5,269
2062
$180K ﹤0.01%
3,089
-7,710
2063
$180K ﹤0.01%
+8,505
2064
$179K ﹤0.01%
8,176
-145,246
2065
$179K ﹤0.01%
38,527
+25,220
2066
$179K ﹤0.01%
11,163
2067
$178K ﹤0.01%
5,927
-233,321
2068
$178K ﹤0.01%
7,985
+3,268
2069
$177K ﹤0.01%
+5,228
2070
$176K ﹤0.01%
16,390
2071
$176K ﹤0.01%
2,793
-34,593
2072
$175K ﹤0.01%
1,836
+1,802
2073
$174K ﹤0.01%
3,808
+3,247
2074
$174K ﹤0.01%
3,445
-2,307
2075
$174K ﹤0.01%
+891