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
2526
$614K ﹤0.01%
33,463
-120,363
2527
$613K ﹤0.01%
75,012
+33,912
2528
$612K ﹤0.01%
1,729
+1,021
2529
$612K ﹤0.01%
+20,500
2530
$609K ﹤0.01%
30,464
-150,362
2531
$607K ﹤0.01%
32,669
+15,780
2532
$603K ﹤0.01%
+50,745
2533
$601K ﹤0.01%
16,616
+1,230
2534
$601K ﹤0.01%
+4,171
2535
$601K ﹤0.01%
14,305
+8,495
2536
$599K ﹤0.01%
7,785
-4,829
2537
$598K ﹤0.01%
19,363
+8,141
2538
$597K ﹤0.01%
37,057
+1,580
2539
$595K ﹤0.01%
+153,653
2540
$595K ﹤0.01%
43,742
+19,000
2541
$594K ﹤0.01%
11,132
+3,833
2542
$593K ﹤0.01%
44,011
+31,098
2543
$591K ﹤0.01%
32,772
+22,072
2544
$591K ﹤0.01%
9,294
+3,655
2545
$591K ﹤0.01%
49,140
+3,498
2546
$589K ﹤0.01%
2,486
-49,380
2547
$588K ﹤0.01%
4,397
-27,407
2548
$586K ﹤0.01%
21,350
-46,771
2549
$580K ﹤0.01%
19,061
+18,854
2550
$578K ﹤0.01%
104,358
+72,724