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
2726
$105K ﹤0.01%
9,100
2727
$105K ﹤0.01%
4,633
+3,888
2728
$104K ﹤0.01%
+5,100
2729
$104K ﹤0.01%
750
+100
2730
$104K ﹤0.01%
2,199
+1,883
2731
$104K ﹤0.01%
4,973
+2,720
2732
$104K ﹤0.01%
+2,125
2733
$104K ﹤0.01%
4,447
2734
$103K ﹤0.01%
25,056
+23,901
2735
$103K ﹤0.01%
8,743
-36,401
2736
$103K ﹤0.01%
2,570
+1,980
2737
$103K ﹤0.01%
+14,620
2738
$103K ﹤0.01%
3,039
+2,271
2739
$102K ﹤0.01%
571
+570
2740
$102K ﹤0.01%
6,988
+5,804
2741
$102K ﹤0.01%
6,527
+6,468
2742
$102K ﹤0.01%
7,728
-375
2743
$102K ﹤0.01%
6,336
+191
2744
$101K ﹤0.01%
+2,312
2745
$101K ﹤0.01%
3,450
+3,099
2746
$101K ﹤0.01%
12,970
-10,900
2747
$101K ﹤0.01%
+7,260
2748
$101K ﹤0.01%
10,630
2749
$100K ﹤0.01%
9,797
+9,449
2750
$99K ﹤0.01%
24,990
+24,350