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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$820K ﹤0.01%
200,824
+72,785
2502
$819K ﹤0.01%
20,386
+100
2503
$818K ﹤0.01%
37,200
-12,163
2504
$815K ﹤0.01%
87,402
-18,009
2505
$815K ﹤0.01%
29,608
-10,388
2506
$812K ﹤0.01%
45,230
-14,879
2507
$811K ﹤0.01%
28,545
-5,946
2508
$810K ﹤0.01%
147,219
-31,581
2509
$808K ﹤0.01%
31,534
-11,395
2510
$805K ﹤0.01%
49,694
-27,570
2511
$803K ﹤0.01%
35,459
-10,432
2512
$802K ﹤0.01%
41,966
-15,209
2513
$801K ﹤0.01%
31,860
+31,029
2514
$800K ﹤0.01%
62,987
+5,628
2515
$796K ﹤0.01%
110,815
-1,994,182
2516
$796K ﹤0.01%
4,100
-1,400
2517
$795K ﹤0.01%
89,919
-34,837
2518
$794K ﹤0.01%
6,698
-2,564
2519
$791K ﹤0.01%
32,029
+6,750
2520
$791K ﹤0.01%
7,254
+5,500
2521
$791K ﹤0.01%
62,875
-22,529
2522
$791K ﹤0.01%
59,813
-11,549
2523
$789K ﹤0.01%
226,165
-72,088
2524
$787K ﹤0.01%
72,142
-16,353
2525
$787K ﹤0.01%
29,211
-1,856