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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$125K ﹤0.01%
5,493
-7,359
2652
$125K ﹤0.01%
5,400
2653
$124K ﹤0.01%
+7,129
2654
$124K ﹤0.01%
9,678
-18,435
2655
$124K ﹤0.01%
3,737
2656
$124K ﹤0.01%
17,800
-24,200
2657
$124K ﹤0.01%
2,500
-2,550
2658
$124K ﹤0.01%
2,742
+2,542
2659
$124K ﹤0.01%
+7,914
2660
$123K ﹤0.01%
5,470
+1,872
2661
$123K ﹤0.01%
8,100
+420
2662
$123K ﹤0.01%
7,460
+6,830
2663
$123K ﹤0.01%
2,846
-2,306
2664
$123K ﹤0.01%
6,386
-11,730
2665
$123K ﹤0.01%
33,600
+16,800
2666
$123K ﹤0.01%
+7,705
2667
$123K ﹤0.01%
4,366
+1,041
2668
$123K ﹤0.01%
9,069
-15,831
2669
$122K ﹤0.01%
3,340
-5,160
2670
$122K ﹤0.01%
+6,249
2671
$121K ﹤0.01%
2,947
-5,211
2672
$121K ﹤0.01%
+1,438
2673
$121K ﹤0.01%
12,159
+12,064
2674
$120K ﹤0.01%
1,704
+102
2675
$120K ﹤0.01%
2,437
+1,600