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
2626
$134K ﹤0.01%
7,651
-9,721
2627
$134K ﹤0.01%
480
-996
2628
$133K ﹤0.01%
5,994
-12,344
2629
$133K ﹤0.01%
4,914
-10,121
2630
$133K ﹤0.01%
15,426
-11,131
2631
$133K ﹤0.01%
13,021
-26,085
2632
$132K ﹤0.01%
7,638
-16,937
2633
$132K ﹤0.01%
11,158
-7,577
2634
$132K ﹤0.01%
10,411
+2,099
2635
$132K ﹤0.01%
1,766
-3,590
2636
$132K ﹤0.01%
33,870
-26,778
2637
$131K ﹤0.01%
6,000
-6,023
2638
$131K ﹤0.01%
297
-152
2639
$131K ﹤0.01%
12,030
-24,181
2640
$131K ﹤0.01%
40,733
-50,676
2641
$131K ﹤0.01%
17,076
+1,001
2642
$130K ﹤0.01%
7,228
-862
2643
$130K ﹤0.01%
19,563
-7,836
2644
$130K ﹤0.01%
2,564
-4,556
2645
$130K ﹤0.01%
7,011
-6,422
2646
$129K ﹤0.01%
17,725
-36,648
2647
$129K ﹤0.01%
9,135
-18,279
2648
$129K ﹤0.01%
6,346
-13,122
2649
$129K ﹤0.01%
1,021
-1,469
2650
$128K ﹤0.01%
367
-601