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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$491K ﹤0.01%
16,373
+11,871
2627
$490K ﹤0.01%
13,938
-580
2628
$490K ﹤0.01%
22,997
+14,118
2629
$488K ﹤0.01%
15,270
-50,450
2630
$487K ﹤0.01%
9,732
-32,472
2631
$487K ﹤0.01%
45,632
+29,092
2632
$487K ﹤0.01%
32,476
+3,778
2633
$487K ﹤0.01%
17,637
+1,467
2634
$486K ﹤0.01%
68,910
+22,450
2635
$485K ﹤0.01%
7,591
+4,110
2636
$480K ﹤0.01%
3,431
-2,131
2637
$480K ﹤0.01%
13,325
+7,963
2638
$480K ﹤0.01%
49,925
+34,125
2639
$480K ﹤0.01%
33,681
-19,169
2640
$478K ﹤0.01%
21,438
+2,380
2641
$477K ﹤0.01%
28,766
+6,038
2642
$475K ﹤0.01%
166,198
+102,572
2643
$475K ﹤0.01%
5,090
+2,924
2644
$475K ﹤0.01%
5,522
+1,751
2645
$473K ﹤0.01%
+12,400
2646
$473K ﹤0.01%
44,450
+39,203
2647
$473K ﹤0.01%
57,737
+35,734
2648
$471K ﹤0.01%
56,402
+14,608
2649
$471K ﹤0.01%
6,299
+2,406
2650
$469K ﹤0.01%
23,216
+18,688