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
2651
$469K ﹤0.01%
16,991
+60
2652
$468K ﹤0.01%
+18,731
2653
$468K ﹤0.01%
5,144
-38,854
2654
$468K ﹤0.01%
72,542
+62,351
2655
$467K ﹤0.01%
35,610
-13,122
2656
$467K ﹤0.01%
2,509
+1,241
2657
$466K ﹤0.01%
1,016
+172
2658
$466K ﹤0.01%
1,870
+194
2659
$464K ﹤0.01%
32,845
+4,545
2660
$464K ﹤0.01%
15,655
+1,713
2661
$463K ﹤0.01%
+74,025
2662
$463K ﹤0.01%
19,876
+3,098
2663
$462K ﹤0.01%
1,013
+650
2664
$460K ﹤0.01%
21,593
+13,255
2665
$460K ﹤0.01%
16,960
+10,438
2666
$459K ﹤0.01%
11,163
+1,578
2667
$458K ﹤0.01%
21,447
+7,624
2668
$458K ﹤0.01%
+3,469
2669
$456K ﹤0.01%
73,754
+36,362
2670
$455K ﹤0.01%
2,085
2671
$455K ﹤0.01%
75,459
-8,620
2672
$454K ﹤0.01%
17,026
+12,496
2673
$452K ﹤0.01%
26,208
+16,420
2674
$452K ﹤0.01%
42,514
+7,782
2675
$452K ﹤0.01%
+6,245