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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$84.7M 0.05%
461,789
+91,729
227
$84.4M 0.05%
2,032,209
+1,865,722
228
$84.4M 0.05%
941,091
+666,803
229
$84.3M 0.05%
1,437,810
+1,029,994
230
$83.9M 0.05%
2,810,677
+1,942,308
231
$83.5M 0.04%
265,406
-48,533
232
$83.4M 0.04%
797,988
+624,575
233
$83.3M 0.04%
1,302,964
+296,525
234
$82.6M 0.04%
295,355
-205,329
235
$82.5M 0.04%
480,883
+102,438
236
$82.2M 0.04%
1,365,718
+97,968
237
$82.2M 0.04%
55,819
+17,760
238
$81.2M 0.04%
473,100
+51,511
239
$81.2M 0.04%
1,571,977
-298,980
240
$81.1M 0.04%
899,426
+206,786
241
$81M 0.04%
1,753,162
+62,736
242
$81M 0.04%
328,143
+33,608
243
$80.9M 0.04%
376,299
-69,698
244
$80.7M 0.04%
749,452
+87,610
245
$80.1M 0.04%
2,211,427
+519,005
246
$79.7M 0.04%
1,020,109
+283,207
247
$78.4M 0.04%
2,413,280
+1,254,601
248
$78.2M 0.04%
577,301
-5,753,709
249
$77.8M 0.04%
7,622,667
-5,138,358
250
$77.3M 0.04%
2,435,609
+489,435