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
2751
$526K ﹤0.01%
35,493
-12,984
2752
$525K ﹤0.01%
18,388
-6,647
2753
$525K ﹤0.01%
17,381
-3,778
2754
$522K ﹤0.01%
8,296
+95
2755
$522K ﹤0.01%
32,900
-13,496
2756
$520K ﹤0.01%
85,616
-3,038
2757
$520K ﹤0.01%
166,752
-66,135
2758
$520K ﹤0.01%
171,134
+43,300
2759
$518K ﹤0.01%
35,485
-12,657
2760
$517K ﹤0.01%
22,963
2761
$517K ﹤0.01%
30,035
-5,901
2762
$516K ﹤0.01%
20,677
+3,942
2763
$513K ﹤0.01%
19,506
-7,973
2764
$512K ﹤0.01%
171,312
-28,801
2765
$512K ﹤0.01%
23,140
-3,455
2766
$512K ﹤0.01%
251,475
-37,240
2767
$511K ﹤0.01%
19,124
-4,080
2768
$509K ﹤0.01%
56,593
-13,854
2769
$507K ﹤0.01%
5,694
-2,348
2770
$507K ﹤0.01%
2,879
-1,365
2771
$506K ﹤0.01%
+9,744
2772
$505K ﹤0.01%
205,247
-101,341
2773
$503K ﹤0.01%
47,527
-12,555
2774
$502K ﹤0.01%
92,075
-60,837
2775
$501K ﹤0.01%
81,455
-19,293