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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$169K ﹤0.01%
12,256
-29,800
2552
$168K ﹤0.01%
46,658
-55,393
2553
$168K ﹤0.01%
12,088
-5,628
2554
$168K ﹤0.01%
5,341
-16,650
2555
$167K ﹤0.01%
16,084
-15,016
2556
$166K ﹤0.01%
75,625
-21,743
2557
$165K ﹤0.01%
+16,608
2558
$164K ﹤0.01%
4,673
-9,806
2559
$164K ﹤0.01%
1,421
+199
2560
$163K ﹤0.01%
13,132
-9,946
2561
$162K ﹤0.01%
16,333
-33,691
2562
$162K ﹤0.01%
2,488
-2,059
2563
$162K ﹤0.01%
448,598
-227,700
2564
$161K ﹤0.01%
74,639
+65,424
2565
$161K ﹤0.01%
39,019
-68,497
2566
$160K ﹤0.01%
5,813
-7,973
2567
$159K ﹤0.01%
15,418
-1,252
2568
$159K ﹤0.01%
12,245
-128
2569
$159K ﹤0.01%
5,707
-11,778
2570
$158K ﹤0.01%
432
-837
2571
$158K ﹤0.01%
7,587
-16,073
2572
$158K ﹤0.01%
83,467
-92,547
2573
$157K ﹤0.01%
6,169
-9,459
2574
$156K ﹤0.01%
3,928
+1,202
2575
$156K ﹤0.01%
6,100