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
251
$56.6M 0.04%
497,640
-40,267
252
$56.5M 0.04%
551,552
+68,456
253
$56.3M 0.04%
2,071,192
+1,890,573
254
$56.2M 0.04%
638,592
+137,509
255
$55.5M 0.04%
483,101
+197,695
256
$54.8M 0.04%
820,462
-143,470
257
$54.8M 0.04%
337,219
+35,447
258
$54.1M 0.04%
931,851
+257,001
259
$53.8M 0.04%
3,036,441
-436,202
260
$53.8M 0.04%
2,321,625
+714,600
261
$53.6M 0.04%
840,277
+201,615
262
$53.3M 0.04%
379,785
+164,198
263
$53.1M 0.04%
529,876
+316,743
264
$52.8M 0.04%
438,253
-27,065
265
$52.6M 0.04%
362,000
-19,128
266
$51.7M 0.04%
2,060,470
-30,601
267
$51.6M 0.04%
144,508
-55,293
268
$51.6M 0.04%
1,898,497
+437,070
269
$51.5M 0.04%
824,579
+167,924
270
$51.1M 0.04%
562,448
+70,906
271
$51M 0.04%
3,663,284
+1,655,182
272
$50.6M 0.04%
687,665
+168,216
273
$50.4M 0.03%
1,960,390
+1,771,576
274
$49.6M 0.03%
640,317
-223,802
275
$49.5M 0.03%
445,530
+137,801