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
2351
$425K ﹤0.01%
19,462
-5,138
2352
$423K ﹤0.01%
84,079
-3,173
2353
$422K ﹤0.01%
28,894
-12,091
2354
$420K ﹤0.01%
13,270
-6,554
2355
$420K ﹤0.01%
50,151
+14,481
2356
$417K ﹤0.01%
56,258
-1,814
2357
$416K ﹤0.01%
46,794
-7,860
2358
$416K ﹤0.01%
31,232
-5,933
2359
$413K ﹤0.01%
58,550
+15,128
2360
$410K ﹤0.01%
48,469
-82,225
2361
$409K ﹤0.01%
46,127
-15,806
2362
$409K ﹤0.01%
32,043
+25,179
2363
$408K ﹤0.01%
30,778
+5,299
2364
$408K ﹤0.01%
28,362
-1,676
2365
$407K ﹤0.01%
4,666
+998
2366
$405K ﹤0.01%
70,954
-2,132
2367
$405K ﹤0.01%
4,777
-4,738
2368
$404K ﹤0.01%
20,867
+1,306
2369
$404K ﹤0.01%
16,066
-7,115
2370
$404K ﹤0.01%
15,000
2371
$404K ﹤0.01%
51,273
-9,158
2372
$403K ﹤0.01%
20,580
-992
2373
$402K ﹤0.01%
62,912
-8,002
2374
$402K ﹤0.01%
35,447
-2,307
2375
$402K ﹤0.01%
9,397
-1,898