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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$196K ﹤0.01%
18,153
-6,914
2477
$196K ﹤0.01%
17,566
-79,611
2478
$195K ﹤0.01%
9,723
-3,964
2479
$195K ﹤0.01%
80,769
-39,346
2480
$194K ﹤0.01%
737,824
+421,474
2481
$194K ﹤0.01%
12,032
-47,819
2482
$194K ﹤0.01%
6,744
-13,674
2483
$194K ﹤0.01%
11,722
-5,111
2484
$194K ﹤0.01%
9,300
-156,350
2485
$194K ﹤0.01%
14,841
-6,403
2486
$194K ﹤0.01%
+6,750
2487
$194K ﹤0.01%
570,966
2488
$193K ﹤0.01%
33,852
-30,406
2489
$193K ﹤0.01%
17,145
-42,850
2490
$193K ﹤0.01%
3,550
-44,905
2491
$193K ﹤0.01%
16,328
-16,262
2492
$193K ﹤0.01%
1,034
-855
2493
$193K ﹤0.01%
3,850
+2,008
2494
$192K ﹤0.01%
61,486
-132,091
2495
$192K ﹤0.01%
7,660
-15,388
2496
$192K ﹤0.01%
40,433
-575,274
2497
$192K ﹤0.01%
11,780
+7,005
2498
$190K ﹤0.01%
6,133
-14,578
2499
$190K ﹤0.01%
16,335
-13,534
2500
$188K ﹤0.01%
94,800
-3,356