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
2601
$146K ﹤0.01%
4,885
-332,946
2602
$145K ﹤0.01%
19,842
-19,789
2603
$144K ﹤0.01%
43,488
-47,282
2604
$144K ﹤0.01%
+1,573
2605
$144K ﹤0.01%
85,798
+51,805
2606
$143K ﹤0.01%
1,209
-12,390
2607
$143K ﹤0.01%
17,337
-36,326
2608
$142K ﹤0.01%
4,068
-66,145
2609
$142K ﹤0.01%
6,198
-3,638
2610
$142K ﹤0.01%
13,819
-3,206
2611
$141K ﹤0.01%
86,264
-17,429
2612
$140K ﹤0.01%
14,118
+1,012
2613
$140K ﹤0.01%
11,739
-10,613
2614
$140K ﹤0.01%
9,803
-19,108
2615
$140K ﹤0.01%
13,474
-7,576
2616
$139K ﹤0.01%
18,182
-37,242
2617
$139K ﹤0.01%
3,965
-7,998
2618
$139K ﹤0.01%
9,158
-7,125
2619
$139K ﹤0.01%
12,029
-12,941
2620
$139K ﹤0.01%
13,747
-11,196
2621
$138K ﹤0.01%
70,479
+12,375
2622
$138K ﹤0.01%
13,701
-8,886
2623
$135K ﹤0.01%
8,704
-3,027
2624
$135K ﹤0.01%
3,366
-6,954
2625
$135K ﹤0.01%
15,605
-10,782