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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Sells

1 +$672M
2 +$521M
3 +$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$111K ﹤0.01%
4,794
+2,965
2502
$111K ﹤0.01%
2,807
+1,063
2503
$111K ﹤0.01%
7,350
+6,610
2504
$111K ﹤0.01%
2,521
+1,443
2505
$110K ﹤0.01%
2,228
+1,602
2506
$110K ﹤0.01%
13,843
-8,441
2507
$110K ﹤0.01%
2,343
-852
2508
$110K ﹤0.01%
3,217
+1,812
2509
$110K ﹤0.01%
18,060
+13,628
2510
$110K ﹤0.01%
1,948
-3,461
2511
$109K ﹤0.01%
2,964
+1,076
2512
$109K ﹤0.01%
4,947
+1,346
2513
$109K ﹤0.01%
2,440
+1,261
2514
$109K ﹤0.01%
5,741
+5,587
2515
$108K ﹤0.01%
4,110
-3,949
2516
$108K ﹤0.01%
4,736
+3,918
2517
$107K ﹤0.01%
2,691
-138
2518
$107K ﹤0.01%
5,106
+2,509
2519
$107K ﹤0.01%
2,663
+1,249
2520
$106K ﹤0.01%
2,509
-154
2521
$106K ﹤0.01%
5,294
+3,867
2522
$106K ﹤0.01%
8,857
+1,750
2523
$106K ﹤0.01%
1,795
+229
2524
$105K ﹤0.01%
549
-16
2525
$105K ﹤0.01%
5,830
+1,650