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
2151
$242K ﹤0.01%
8,110
-9,185
2152
$242K ﹤0.01%
15,000
+14,995
2153
$241K ﹤0.01%
10,828
-18,463
2154
$241K ﹤0.01%
7,488
-7,776
2155
$240K ﹤0.01%
5,581
-903
2156
$240K ﹤0.01%
2,740
+2,263
2157
$240K ﹤0.01%
8,975
+6,931
2158
$239K ﹤0.01%
12,596
+8,204
2159
$238K ﹤0.01%
36,106
-22,549
2160
$238K ﹤0.01%
1,398
-695
2161
$237K ﹤0.01%
16,604
-862
2162
$237K ﹤0.01%
674
+523
2163
$236K ﹤0.01%
3,842
+2,796
2164
$236K ﹤0.01%
24,956
+656
2165
$235K ﹤0.01%
16,458
-7,753
2166
$235K ﹤0.01%
110,844
+90,818
2167
$234K ﹤0.01%
6,386
+2,034
2168
$234K ﹤0.01%
7,884
-17,451
2169
$234K ﹤0.01%
32,789
+30,600
2170
$233K ﹤0.01%
58,132
-13,457
2171
$233K ﹤0.01%
+25,800
2172
$233K ﹤0.01%
39,892
+23,480
2173
$233K ﹤0.01%
7,000
+6,835
2174
$232K ﹤0.01%
+6,300
2175
$232K ﹤0.01%
4,435
-2,490