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
2326
$81K ﹤0.01%
2,900
2327
$80K ﹤0.01%
3,906
+2,389
2328
$80K ﹤0.01%
2,796
-2,128
2329
$80K ﹤0.01%
2,700
-2,778
2330
$80K ﹤0.01%
+6,182
2331
$79K ﹤0.01%
3,575
2332
$79K ﹤0.01%
14,136
-21,655
2333
$79K ﹤0.01%
967
-6,022
2334
$79K ﹤0.01%
4,720
+2,847
2335
$79K ﹤0.01%
4,599
+155
2336
$79K ﹤0.01%
3,159
-8,824
2337
$78K ﹤0.01%
2,823
-1,186
2338
$78K ﹤0.01%
3,856
+1,209
2339
$78K ﹤0.01%
1,640
+430
2340
$78K ﹤0.01%
1,400
+1,343
2341
$78K ﹤0.01%
1,331
-4,586
2342
$78K ﹤0.01%
601
+583
2343
$77K ﹤0.01%
771
-724
2344
$77K ﹤0.01%
4,472
+4,458
2345
$77K ﹤0.01%
3,577
-2,688
2346
$77K ﹤0.01%
1,975
-400
2347
$77K ﹤0.01%
4,380
+3,245
2348
$77K ﹤0.01%
6,276
+300
2349
$77K ﹤0.01%
7,070
+6,935
2350
$77K ﹤0.01%
187
-11