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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$109K ﹤0.01%
31,835
-654
2727
$108K ﹤0.01%
11,303
-14,964
2728
$108K ﹤0.01%
8,692
-17,939
2729
$107K ﹤0.01%
1,916
-3,860
2730
$107K ﹤0.01%
16,449
-33,957
2731
$107K ﹤0.01%
807
-13,731
2732
$107K ﹤0.01%
17,276
-28,489
2733
$107K ﹤0.01%
9,036
-12,824
2734
$107K ﹤0.01%
7,641
-15,689
2735
$106K ﹤0.01%
26,950
-55,499
2736
$106K ﹤0.01%
464
-691
2737
$106K ﹤0.01%
3,221
-6,655
2738
$106K ﹤0.01%
61,564
-70,377
2739
$106K ﹤0.01%
8,972
-13,712
2740
$105K ﹤0.01%
5,525
-11,372
2741
$104K ﹤0.01%
6,534
-1,928
2742
$104K ﹤0.01%
3,109
-5,075
2743
$104K ﹤0.01%
8,136
-16,324
2744
$104K ﹤0.01%
5,137
-4,738
2745
$104K ﹤0.01%
1,891
2746
$104K ﹤0.01%
17,367
-10,210
2747
$103K ﹤0.01%
33,960
-26,978
2748
$102K ﹤0.01%
16,528
-33,258
2749
$102K ﹤0.01%
99,087
-114,805
2750
$102K ﹤0.01%
3,980
-838