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
2451
$122K ﹤0.01%
1,126
+949
2452
$122K ﹤0.01%
6,400
-20,100
2453
$122K ﹤0.01%
4,848
+402
2454
$122K ﹤0.01%
1,593
-9,744
2455
$122K ﹤0.01%
15,259
+4,391
2456
$121K ﹤0.01%
3,759
-10,627
2457
$121K ﹤0.01%
347
+332
2458
$121K ﹤0.01%
+343
2459
$120K ﹤0.01%
11,113
+10,600
2460
$120K ﹤0.01%
1,745
+779
2461
$120K ﹤0.01%
31,612
-16,128
2462
$119K ﹤0.01%
5,795
+2,528
2463
$119K ﹤0.01%
1,207
-2,100
2464
$119K ﹤0.01%
3,678
+3,350
2465
$118K ﹤0.01%
2,714
-37,079
2466
$117K ﹤0.01%
4,965
+3,675
2467
$117K ﹤0.01%
1,792
-1,291
2468
$117K ﹤0.01%
6,558
-7,089
2469
$116K ﹤0.01%
29,900
-12,100
2470
$116K ﹤0.01%
2,625
+2,224
2471
$116K ﹤0.01%
4,823
-41,136
2472
$115K ﹤0.01%
15,041
+15,000
2473
$115K ﹤0.01%
3,618
+1,692
2474
$115K ﹤0.01%
2,013
+1,155
2475
$115K ﹤0.01%
16,492
-6,602