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
2051
$966K ﹤0.01%
59,258
-9,940
2052
$964K ﹤0.01%
11,740
-558
2053
$961K ﹤0.01%
307,162
+18
2054
$960K ﹤0.01%
92,938
+53,001
2055
$957K ﹤0.01%
35,015
-3,991
2056
$955K ﹤0.01%
22,916
-2,463
2057
$953K ﹤0.01%
87,019
+84,121
2058
$952K ﹤0.01%
32,832
+7,328
2059
$949K ﹤0.01%
142,257
+27,030
2060
$949K ﹤0.01%
104,519
+101,404
2061
$948K ﹤0.01%
98,675
-65,906
2062
$948K ﹤0.01%
205,168
-507,476
2063
$947K ﹤0.01%
95,640
-5,376
2064
$945K ﹤0.01%
2,534
-51
2065
$941K ﹤0.01%
73,935
-68,529
2066
$940K ﹤0.01%
+3,458
2067
$938K ﹤0.01%
60,201
+34,401
2068
$937K ﹤0.01%
33,462
-3,814
2069
$932K ﹤0.01%
32,011
+15,894
2070
$929K ﹤0.01%
35,149
+1,616
2071
$929K ﹤0.01%
34,340
+29,850
2072
$928K ﹤0.01%
408,966
-96,280
2073
$927K ﹤0.01%
196,474
+23,249
2074
$925K ﹤0.01%
322,246
+197,895
2075
$924K ﹤0.01%
138,311
+11,447