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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$445K ﹤0.01%
12
+8
2627
$445K ﹤0.01%
6,756
-97,653
2628
$444K ﹤0.01%
25,409
+10,775
2629
$443K ﹤0.01%
17,869
-9,579
2630
$443K ﹤0.01%
38,996
-139,804
2631
$440K ﹤0.01%
2,170
2632
$440K ﹤0.01%
35,554
+34,730
2633
$439K ﹤0.01%
23,630
+17,922
2634
$437K ﹤0.01%
965
-8,702
2635
$437K ﹤0.01%
18,266
-1,062
2636
$437K ﹤0.01%
13,899
+8,758
2637
$433K ﹤0.01%
6,722
-3,705
2638
$432K ﹤0.01%
20,796
+13,814
2639
$432K ﹤0.01%
16,687
+8,793
2640
$432K ﹤0.01%
4,970
+4,647
2641
$432K ﹤0.01%
117,403
+65,874
2642
$431K ﹤0.01%
25,346
+20,430
2643
$430K ﹤0.01%
30,000
2644
$430K ﹤0.01%
4,620
+3,704
2645
$429K ﹤0.01%
19,985
-475,376
2646
$429K ﹤0.01%
6,425
+5,527
2647
$429K ﹤0.01%
23,931
-46,540
2648
$427K ﹤0.01%
5,632
+1,137
2649
$427K ﹤0.01%
37,230
+459
2650
$423K ﹤0.01%
4,551
+2,755