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
$154B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$942M
2 +$776M
3 +$558M
4
AAPL icon
Apple
AAPL
+$484M
5
NVDA icon
NVIDIA
NVDA
+$400M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$567K ﹤0.01%
94,287
-50,948
2377
$567K ﹤0.01%
110,776
2378
$566K ﹤0.01%
68,963
+544
2379
$565K ﹤0.01%
11,914
+2,619
2380
$565K ﹤0.01%
12,409
-2,548
2381
$564K ﹤0.01%
32,710
-1,046
2382
$564K ﹤0.01%
152,328
+282
2383
$564K ﹤0.01%
41,935
-3,161
2384
$564K ﹤0.01%
104,590
-312
2385
$563K ﹤0.01%
33,151
-108,309
2386
$559K ﹤0.01%
49,611
-8,514
2387
$559K ﹤0.01%
15,301
-28,040
2388
$559K ﹤0.01%
53,049
+8,025
2389
$558K ﹤0.01%
56,681
-65,945
2390
$557K ﹤0.01%
32,264
+10,534
2391
$555K ﹤0.01%
37,166
+11,061
2392
$554K ﹤0.01%
32,463
-15,692
2393
$554K ﹤0.01%
126,582
-15,263
2394
$554K ﹤0.01%
33,074
-1,441
2395
$554K ﹤0.01%
128,330
+3,265
2396
$553K ﹤0.01%
87,308
+35,808
2397
$553K ﹤0.01%
38,851
+13,896
2398
$552K ﹤0.01%
39,478
-22,999
2399
$552K ﹤0.01%
8,619
-807
2400
$552K ﹤0.01%
34,779
-45,073