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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$359K ﹤0.01%
23,919
+10,485
2802
$359K ﹤0.01%
2,517
-2,329
2803
$358K ﹤0.01%
26,095
+16,165
2804
$358K ﹤0.01%
21,508
+6,641
2805
$358K ﹤0.01%
+7,084
2806
$358K ﹤0.01%
1,709
+37
2807
$357K ﹤0.01%
16,806
+10,316
2808
$356K ﹤0.01%
9,770
+4,712
2809
$356K ﹤0.01%
28,339
-719
2810
$355K ﹤0.01%
41,558
-14,500
2811
$355K ﹤0.01%
+7,715
2812
$355K ﹤0.01%
11,969
+7,314
2813
$355K ﹤0.01%
13,067
+8,022
2814
$355K ﹤0.01%
+26,445
2815
$354K ﹤0.01%
20,754
+12,938
2816
$354K ﹤0.01%
14,229
+13,129
2817
$354K ﹤0.01%
8,618
+5,291
2818
$353K ﹤0.01%
+12,812
2819
$352K ﹤0.01%
18,958
+11,638
2820
$352K ﹤0.01%
17,268
+2,944
2821
$350K ﹤0.01%
1,168
-1,249
2822
$348K ﹤0.01%
14,856
+9,616
2823
$348K ﹤0.01%
+199,064
2824
$348K ﹤0.01%
3,133
+1,442
2825
$346K ﹤0.01%
10,258
-605