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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$62.7M 0.04%
290,865
+31,980
227
$62.6M 0.04%
1,082,763
-537,029
228
$62.4M 0.04%
577,393
+577,326
229
$62.3M 0.04%
441,398
-117,975
230
$61.9M 0.04%
1,606,624
-435,464
231
$61.8M 0.04%
2,871,980
+445,299
232
$61.6M 0.04%
681,988
+49,412
233
$61.3M 0.04%
924,556
-146,487
234
$60.8M 0.04%
946,004
+335,706
235
$59.8M 0.04%
372,024
+110,543
236
$59.6M 0.04%
393,081
+10,539
237
$59.4M 0.04%
771,064
+178,129
238
$58.8M 0.04%
619,104
-60,663
239
$58.7M 0.04%
2,007,885
+89,104
240
$58.7M 0.04%
2,104,490
+611,422
241
$58.6M 0.04%
420,964
-34,642
242
$58.5M 0.04%
707,042
+277,366
243
$58.3M 0.04%
322,020
+79,500
244
$58.3M 0.04%
1,281,929
+39,144
245
$58.3M 0.04%
1,664,448
+128,603
246
$58M 0.04%
515,900
+25,574
247
$57.8M 0.04%
4,786,434
+765,034
248
$57.7M 0.04%
527,601
+76,881
249
$57.3M 0.04%
695,566
+120,325
250
$57.2M 0.04%
5,471,529
-160,931