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
2401
$550K ﹤0.01%
76,781
+33,480
2402
$549K ﹤0.01%
21,794
+6,460
2403
$549K ﹤0.01%
20,397
-5,587
2404
$549K ﹤0.01%
11,683
-2,753
2405
$549K ﹤0.01%
3,397
-180
2406
$548K ﹤0.01%
15,669
+736
2407
$548K ﹤0.01%
14,108
-2,020
2408
$548K ﹤0.01%
11,605
-1,557
2409
$548K ﹤0.01%
905,531
+792,091
2410
$546K ﹤0.01%
33,659
-55,066
2411
$546K ﹤0.01%
30,734
+7,457
2412
$544K ﹤0.01%
19,016
-58,004
2413
$544K ﹤0.01%
203,775
+123,710
2414
$544K ﹤0.01%
50,000
2415
$544K ﹤0.01%
50,000
2416
$541K ﹤0.01%
9,321
+1,682
2417
$541K ﹤0.01%
41,494
+22,635
2418
$539K ﹤0.01%
19,242
+4,345
2419
$538K ﹤0.01%
53,209
+30,580
2420
$538K ﹤0.01%
41,609
+31,859
2421
$535K ﹤0.01%
17,294
+1,186
2422
$535K ﹤0.01%
11,940
-6,079
2423
$535K ﹤0.01%
80,530
-1,320,647
2424
$534K ﹤0.01%
23,112
+6,994
2425
$531K ﹤0.01%
40,957
+5,995