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
2601
$676K ﹤0.01%
11,135
2602
$675K ﹤0.01%
293,113
-74,872
2603
$675K ﹤0.01%
+19,107
2604
$673K ﹤0.01%
54,534
-9,637
2605
$671K ﹤0.01%
124,677
-31,692
2606
$671K ﹤0.01%
110,839
-38,603
2607
$669K ﹤0.01%
81,341
-22,385
2608
$667K ﹤0.01%
15,242
-10,067
2609
$667K ﹤0.01%
20,104
-128,746
2610
$665K ﹤0.01%
99,937
-39,604
2611
$664K ﹤0.01%
44,549
-10,810
2612
$662K ﹤0.01%
11,570
+3,304
2613
$661K ﹤0.01%
56,250
-16,423
2614
$661K ﹤0.01%
133,387
+4,055
2615
$660K ﹤0.01%
10,339
-3,945
2616
$658K ﹤0.01%
202,600
-13,382
2617
$658K ﹤0.01%
113,116
-35,823
2618
$652K ﹤0.01%
45,242
-263
2619
$651K ﹤0.01%
+29,074
2620
$650K ﹤0.01%
58,428
-25,704
2621
$650K ﹤0.01%
391,991
-524,377
2622
$649K ﹤0.01%
240,551
-58,162
2623
$648K ﹤0.01%
21,514
-3,651
2624
$648K ﹤0.01%
84,901
+18,364
2625
$648K ﹤0.01%
34,916
-4,346