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
2226
$575K ﹤0.01%
20,572
-49,427
2227
$573K ﹤0.01%
8,988
-2,749
2228
$573K ﹤0.01%
51,504
-1,873
2229
$572K ﹤0.01%
47,266
-3,850
2230
$568K ﹤0.01%
16,751
-62,694
2231
$563K ﹤0.01%
15,402
-8,248
2232
$563K ﹤0.01%
18,751
-1,846
2233
$559K ﹤0.01%
64,037
-15,371
2234
$555K ﹤0.01%
44,113
+7,219
2235
$552K ﹤0.01%
32,145
-47,214
2236
$551K ﹤0.01%
22,031
-8,792
2237
$550K ﹤0.01%
6,212
-64
2238
$549K ﹤0.01%
825
-332
2239
$549K ﹤0.01%
49,051
+19,072
2240
$548K ﹤0.01%
17,984
+179
2241
$548K ﹤0.01%
30,712
-15,074
2242
$546K ﹤0.01%
17,791
+1,878
2243
$545K ﹤0.01%
8,323
+3,069
2244
$544K ﹤0.01%
24,463
-5,814
2245
$542K ﹤0.01%
49,227
-16,258
2246
$538K ﹤0.01%
15,389
-3,041
2247
$537K ﹤0.01%
48,732
-5,294
2248
$537K ﹤0.01%
30,442
+27,963
2249
$535K ﹤0.01%
19,538
+4,034
2250
$533K ﹤0.01%
29,666
-4,378