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
2576
$706K ﹤0.01%
99,656
-33,337
2577
$702K ﹤0.01%
30,179
-8,905
2578
$702K ﹤0.01%
104,205
+37,694
2579
$702K ﹤0.01%
17,137
-6,576
2580
$700K ﹤0.01%
13,524
-90,724
2581
$700K ﹤0.01%
144,405
+9,604
2582
$699K ﹤0.01%
119,573
-35,861
2583
$698K ﹤0.01%
28,240
-11,593
2584
$697K ﹤0.01%
261,989
-1,722,194
2585
$696K ﹤0.01%
80,056
-30,391
2586
$695K ﹤0.01%
1,748
-697
2587
$694K ﹤0.01%
82,790
-25,090
2588
$694K ﹤0.01%
62,589
-139,085
2589
$693K ﹤0.01%
54,841
-16,163
2590
$693K ﹤0.01%
159,572
+77,862
2591
$692K ﹤0.01%
12,504
-3,920
2592
$689K ﹤0.01%
58,096
-14,692
2593
$689K ﹤0.01%
26,999
+2,892
2594
$688K ﹤0.01%
33,849
-5,149
2595
$685K ﹤0.01%
37,082
-10,919
2596
$683K ﹤0.01%
14,344
+3,210
2597
$682K ﹤0.01%
73,423
-5,042
2598
$681K ﹤0.01%
167,065
-84,834
2599
$678K ﹤0.01%
7,714
-2,491
2600
$676K ﹤0.01%
156,297
-142,189