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
2101
$267K ﹤0.01%
3,331
-5,064
2102
$267K ﹤0.01%
16,794
-7,264
2103
$267K ﹤0.01%
6,143
+4,811
2104
$266K ﹤0.01%
5,743
+379
2105
$266K ﹤0.01%
6,210
2106
$265K ﹤0.01%
7,992
+4,321
2107
$265K ﹤0.01%
24,339
-64,817
2108
$264K ﹤0.01%
12,852
+8,632
2109
$264K ﹤0.01%
2,050
2110
$263K ﹤0.01%
7,393
-3,217
2111
$263K ﹤0.01%
16,360
+7,574
2112
$262K ﹤0.01%
20,357
-35,986
2113
$262K ﹤0.01%
12,557
+9,755
2114
$262K ﹤0.01%
33,986
+30,643
2115
$260K ﹤0.01%
12,847
-29,533
2116
$260K ﹤0.01%
10,336
+7,509
2117
$260K ﹤0.01%
22,692
+1,976
2118
$259K ﹤0.01%
4,272
+2,090
2119
$259K ﹤0.01%
32,500
+5,011
2120
$258K ﹤0.01%
16,607
+5,299
2121
$258K ﹤0.01%
7,449
+2,054
2122
$257K ﹤0.01%
18,581
-82,720
2123
$256K ﹤0.01%
480
+407
2124
$254K ﹤0.01%
3,286
+2,256
2125
$253K ﹤0.01%
13,082
+3,790