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
2526
$542K ﹤0.01%
120,506
-160,953
2527
$542K ﹤0.01%
53,265
+10,338
2528
$541K ﹤0.01%
12,181
-4,590
2529
$540K ﹤0.01%
74,913
+69,813
2530
$540K ﹤0.01%
34,063
+32,216
2531
$539K ﹤0.01%
47,860
+34,846
2532
$539K ﹤0.01%
11,862
+4,033
2533
$536K ﹤0.01%
18,949
+12,737
2534
$536K ﹤0.01%
24,002
+11,680
2535
$534K ﹤0.01%
10,687
-2,103
2536
$534K ﹤0.01%
38,354
+33,584
2537
$531K ﹤0.01%
55,070
+13,367
2538
$530K ﹤0.01%
6,522
2539
$530K ﹤0.01%
13,418
-4,633
2540
$528K ﹤0.01%
140,923
+58,216
2541
$527K ﹤0.01%
23,846
+6,917
2542
$525K ﹤0.01%
6,302
-23,617
2543
$525K ﹤0.01%
28,231
+18,536
2544
$524K ﹤0.01%
6,692
+5,682
2545
$524K ﹤0.01%
31,529
+15,545
2546
$523K ﹤0.01%
14,554
+791
2547
$523K ﹤0.01%
11,899
-2,187
2548
$523K ﹤0.01%
16,575
+13,519
2549
$521K ﹤0.01%
+18,668
2550
$521K ﹤0.01%
45,020
+38,121