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
2801
$297K ﹤0.01%
12,487
+7,983
2802
$297K ﹤0.01%
19,930
+13,353
2803
$297K ﹤0.01%
19,950
+12,334
2804
$297K ﹤0.01%
7,878
+6,321
2805
$296K ﹤0.01%
863
+554
2806
$296K ﹤0.01%
7,165
+3,106
2807
$296K ﹤0.01%
4,951
+4,067
2808
$295K ﹤0.01%
2,273
+190
2809
$294K ﹤0.01%
2,362
-2,854
2810
$292K ﹤0.01%
14,233
-11,335
2811
$292K ﹤0.01%
19,776
-26,003
2812
$291K ﹤0.01%
3,132
+2,030
2813
$290K ﹤0.01%
17,375
+12,475
2814
$290K ﹤0.01%
20,117
+4,114
2815
$289K ﹤0.01%
+17,008
2816
$289K ﹤0.01%
27,464
+24,969
2817
$288K ﹤0.01%
8,889
+2,095
2818
$287K ﹤0.01%
17,605
+11,400
2819
$287K ﹤0.01%
6,589
+5,328
2820
$286K ﹤0.01%
44,081
+41,683
2821
$286K ﹤0.01%
4,635
+3,030
2822
$286K ﹤0.01%
31,916
+25,991
2823
$285K ﹤0.01%
22,282
+15,654
2824
$284K ﹤0.01%
103,632
-42,728
2825
$284K ﹤0.01%
11,438
-7,962