Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
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

Top Sells

1
+$1.27B
2
+$1.07B
3
+$942M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$904M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$785M

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
1
$9.15B 5.7%
28,987,007
+2,456,190
2
$8.52B 5.31%
49,759,061
+2,826,709
3
$3.91B 2.44%
30,758,020
+463,703
4
$3.73B 2.32%
85,807,830
+9,197,510
5
$3.11B 1.94%
23,780,805
-4,042,899
6
$2.35B 1.46%
6,701,486
+951,286
7
$2.04B 1.27%
8,154,793
-329,343
8
$1.9B 1.18%
8,248,085
+874,076
9
$1.86B 1.16%
14,126,474
+149,240
10
$1.76B 1.09%
11,287,477
-288
11
$1.74B 1.08%
3,453,272
-40,828
12
$1.63B 1.01%
5,421,969
-85,962
13
$1.5B 0.94%
18,082,930
+3,395,350
14
$1.14B 0.71%
7,837,016
-585,959
15
$1.13B 0.7%
41,290,694
+20,362,295
16
$1.11B 0.69%
2,064,744
+549,719
17
$1.1B 0.69%
2,786,924
-173,318
18
$1.01B 0.63%
5,946,453
+795,945
19
$1.01B 0.63%
6,892,129
+557,787
20
$1B 0.62%
1,963,721
-153,522
21
$987M 0.62%
8,398,533
+1,886,091
22
$942M 0.59%
+17,203,754
23
$932M 0.58%
7,760,709
+309,239
24
$819M 0.51%
7,966,712
-949,750
25
$812M 0.51%
2,688,941
-68,985
1
2 3 4 5