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
2201
$217K ﹤0.01%
4,704
2202
$216K ﹤0.01%
5,922
-20,927
2203
$216K ﹤0.01%
8,546
+3,237
2204
$216K ﹤0.01%
17,361
+5,120
2205
$215K ﹤0.01%
6,447
-254
2206
$214K ﹤0.01%
3,553
-524
2207
$214K ﹤0.01%
6,350
+4,645
2208
$214K ﹤0.01%
3,733
-13,763
2209
$213K ﹤0.01%
7,032
+6,028
2210
$213K ﹤0.01%
4,280
2211
$213K ﹤0.01%
16,615
-522
2212
$213K ﹤0.01%
15,686
-118,362
2213
$213K ﹤0.01%
12,370
+10,427
2214
$213K ﹤0.01%
7,588
+4,536
2215
$213K ﹤0.01%
18,561
+4,543
2216
$212K ﹤0.01%
5,102
+3,732
2217
$212K ﹤0.01%
+9,212
2218
$212K ﹤0.01%
4,166
+3,166
2219
$212K ﹤0.01%
12,432
+114
2220
$212K ﹤0.01%
21,677
+15,081
2221
$212K ﹤0.01%
8,953
-2,878
2222
$211K ﹤0.01%
17,885
+17,297
2223
$210K ﹤0.01%
3,853
-2,516
2224
$209K ﹤0.01%
4,935
+4,270
2225
$209K ﹤0.01%
3,814
+2,791