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
2551
$520K ﹤0.01%
40,879
+36,598
2552
$518K ﹤0.01%
11,912
-1,866
2553
$518K ﹤0.01%
47,421
+25,519
2554
$517K ﹤0.01%
18,988
+15,509
2555
$517K ﹤0.01%
13,245
+8,342
2556
$516K ﹤0.01%
33,399
+9,787
2557
$516K ﹤0.01%
18,899
+8,662
2558
$510K ﹤0.01%
170,000
-7,783
2559
$509K ﹤0.01%
151,048
+40,105
2560
$509K ﹤0.01%
10,955
+9,168
2561
$508K ﹤0.01%
9,711
+8,092
2562
$508K ﹤0.01%
145,258
-1,097,123
2563
$506K ﹤0.01%
30,271
+24,632
2564
$505K ﹤0.01%
11,341
+7,743
2565
$505K ﹤0.01%
22,336
+5,437
2566
$505K ﹤0.01%
29,675
+7,436
2567
$505K ﹤0.01%
31,263
-1,276
2568
$502K ﹤0.01%
27,742
+22,706
2569
$502K ﹤0.01%
45,720
-216,742
2570
$502K ﹤0.01%
34,133
-31,061
2571
$500K ﹤0.01%
91,114
+56,386
2572
$495K ﹤0.01%
22,628
+14,161
2573
$493K ﹤0.01%
17,960
+14,317
2574
$493K ﹤0.01%
13,892
+9,319
2575
$492K ﹤0.01%
13,107
+1,661