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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$362M
2 +$288M
3 +$256M
4
AAPL icon
Apple
AAPL
+$254M
5
BABA icon
Alibaba
BABA
+$175M

Top Sells

1 +$1B
2 +$261M
3 +$232M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$224M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218M

Sector Composition

1 Technology 14.04%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$30.6M 0.04%
567,885
+266,570
202
$30.5M 0.04%
194,340
+55,570
203
$30.5M 0.04%
334,819
+133,799
204
$30.1M 0.04%
374,783
-312,009
205
$29.7M 0.04%
1,073,050
-132,763
206
$29.5M 0.04%
810,053
+433,306
207
$29.4M 0.04%
3,648,350
-225,100
208
$29.4M 0.04%
810,148
+632,212
209
$29.3M 0.04%
272,286
-64,800
210
$29.2M 0.04%
645,158
+124,269
211
$29.2M 0.04%
643,953
-713,971
212
$29.1M 0.04%
866,730
+33,023
213
$29.1M 0.04%
1,774,307
+1,774,242
214
$28.9M 0.04%
674,761
+53,956
215
$28.9M 0.04%
388,812
+55,948
216
$28.9M 0.04%
82,789
-15,238
217
$28.9M 0.04%
372,158
+245,146
218
$28.9M 0.04%
190,268
-72,007
219
$28.8M 0.04%
966,484
-59,231
220
$28.8M 0.04%
917,847
+518,340
221
$28.5M 0.04%
883,840
+622,508
222
$28.4M 0.04%
336,700
+111,452
223
$28.3M 0.04%
157,106
+2,502
224
$28.2M 0.04%
790,528
+121,092
225
$28.1M 0.04%
393,602
-110,368