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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$618M
3 +$554M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$437M
5
AAPL icon
Apple
AAPL
+$333M

Top Sells

1 +$2.38B
2 +$1.59B
3 +$1.32B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$993M
5
DD icon
DuPont de Nemours
DD
+$761M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.36%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$779K ﹤0.01%
52,940
-9,212
2077
$778K ﹤0.01%
31,771
+294
2078
$775K ﹤0.01%
18,465
-12,123
2079
$774K ﹤0.01%
22,371
-5,499
2080
$773K ﹤0.01%
4,846
+3,444
2081
$772K ﹤0.01%
42,399
-3,728
2082
$768K ﹤0.01%
38,379
-2,560
2083
$765K ﹤0.01%
64,032
+12,648
2084
$764K ﹤0.01%
14,669
+1,204
2085
$762K ﹤0.01%
26,110
-18,338
2086
$761K ﹤0.01%
19,566
+5,235
2087
$761K ﹤0.01%
15,832
-91,221
2088
$759K ﹤0.01%
205,889
+182,630
2089
$758K ﹤0.01%
24,803
-1,422
2090
$751K ﹤0.01%
37,526
-8,526
2091
$750K ﹤0.01%
219,893
-37,072
2092
$747K ﹤0.01%
28,183
+648
2093
$743K ﹤0.01%
66,647
-1,814
2094
$739K ﹤0.01%
+44,982
2095
$738K ﹤0.01%
40,381
-3,606
2096
$736K ﹤0.01%
9,268
+4,324
2097
$735K ﹤0.01%
20,763
+14,643
2098
$734K ﹤0.01%
51,463
-4,322
2099
$733K ﹤0.01%
9,864
-34,276
2100
$733K ﹤0.01%
25,185
-484