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
2551
$751K ﹤0.01%
40,583
-12,916
2552
$750K ﹤0.01%
98,864
+5,578
2553
$747K ﹤0.01%
56,029
-46,756
2554
$746K ﹤0.01%
17,269
-6,753
2555
$746K ﹤0.01%
114,927
-44,555
2556
$739K ﹤0.01%
97,382
+63,973
2557
$737K ﹤0.01%
46,275
-11,699
2558
$736K ﹤0.01%
77,549
-12,101
2559
$736K ﹤0.01%
151,574
-47,564
2560
$733K ﹤0.01%
59,537
-24,169
2561
$732K ﹤0.01%
159,420
-92,600
2562
$732K ﹤0.01%
69,630
-25,194
2563
$731K ﹤0.01%
92,823
-29,261
2564
$730K ﹤0.01%
12,724
-30,486
2565
$729K ﹤0.01%
14,500
+1,994
2566
$720K ﹤0.01%
83,506
-35,413
2567
$718K ﹤0.01%
56,053
-17,771
2568
$717K ﹤0.01%
67,744
+60,501
2569
$716K ﹤0.01%
24,363
-3,843
2570
$716K ﹤0.01%
237,091
+77,684
2571
$712K ﹤0.01%
29,825
-29,717
2572
$711K ﹤0.01%
53,956
-12,139
2573
$709K ﹤0.01%
220,991
-51,695
2574
$709K ﹤0.01%
16,000
2575
$709K ﹤0.01%
62,784
-25,684