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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$544K ﹤0.01%
14,025
-2,262
2727
$543K ﹤0.01%
21,247
-9,033
2728
$543K ﹤0.01%
39,422
+13,245
2729
$541K ﹤0.01%
87,791
-17,811
2730
$541K ﹤0.01%
23,116
-1,839
2731
$541K ﹤0.01%
2,273
-1,145
2732
$541K ﹤0.01%
51,603
-12,503
2733
$541K ﹤0.01%
+19,888
2734
$540K ﹤0.01%
3,419
-1,494
2735
$538K ﹤0.01%
40,378
+23,133
2736
$537K ﹤0.01%
24,127
-7,206
2737
$536K ﹤0.01%
83,774
-23,990
2738
$536K ﹤0.01%
99,025
-21,196
2739
$536K ﹤0.01%
44,881
-3,723
2740
$534K ﹤0.01%
198,134
-39,042
2741
$532K ﹤0.01%
60,040
-27,059
2742
$532K ﹤0.01%
55,861
-26,919
2743
$530K ﹤0.01%
22,649
+2,065
2744
$530K ﹤0.01%
21,615
-7,614
2745
$529K ﹤0.01%
91,788
-35,941
2746
$529K ﹤0.01%
134,742
-45,809
2747
$528K ﹤0.01%
14,077
-6,386
2748
$527K ﹤0.01%
18,874
+566
2749
$527K ﹤0.01%
100,000
-4,726
2750
$526K ﹤0.01%
29,211
-2,125