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
2301
$172K ﹤0.01%
37,805
+9,737
2302
$172K ﹤0.01%
5,836
+4,544
2303
$171K ﹤0.01%
12,717
+7,123
2304
$171K ﹤0.01%
5,074
+1,758
2305
$171K ﹤0.01%
2,071
+1,824
2306
$170K ﹤0.01%
1,247
+1,225
2307
$170K ﹤0.01%
10,171
+3,814
2308
$170K ﹤0.01%
4,600
-11,290
2309
$170K ﹤0.01%
22,693
+16,828
2310
$169K ﹤0.01%
12,388
-64,698
2311
$169K ﹤0.01%
5,509
+5,132
2312
$169K ﹤0.01%
19,962
-82,910
2313
$168K ﹤0.01%
920
+370
2314
$168K ﹤0.01%
4,814
-3,651
2315
$168K ﹤0.01%
12,755
+12,682
2316
$168K ﹤0.01%
8,082
+7,683
2317
$168K ﹤0.01%
8,038
+5,303
2318
$167K ﹤0.01%
494
+135
2319
$167K ﹤0.01%
4,732
+4,105
2320
$167K ﹤0.01%
7,000
2321
$167K ﹤0.01%
13,340
+12,274
2322
$167K ﹤0.01%
27,482
+18,520
2323
$166K ﹤0.01%
7,493
-7,800
2324
$165K ﹤0.01%
10,596
+8,619
2325
$165K ﹤0.01%
+9,593