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
2801
$471K ﹤0.01%
8,056
+3,186
2802
$470K ﹤0.01%
19,063
-3,680
2803
$470K ﹤0.01%
115,745
-50,019
2804
$469K ﹤0.01%
78,862
-262,360
2805
$466K ﹤0.01%
163,299
+1,842
2806
$466K ﹤0.01%
17,700
-47
2807
$465K ﹤0.01%
20,308
-24,686
2808
$464K ﹤0.01%
118,131
+26,716
2809
$464K ﹤0.01%
142,794
-34,374
2810
$464K ﹤0.01%
52,033
-22,757
2811
$463K ﹤0.01%
30,309
-218
2812
$463K ﹤0.01%
40,192
-5,883
2813
$461K ﹤0.01%
36,398
-5,167
2814
$461K ﹤0.01%
2,279
+1,942
2815
$461K ﹤0.01%
11,451
-2,773
2816
$458K ﹤0.01%
28,874
-10,396
2817
$457K ﹤0.01%
27,894
-4,769
2818
$456K ﹤0.01%
409,548
-171,063
2819
$456K ﹤0.01%
22,694
-7,157
2820
$455K ﹤0.01%
29,657
-4,560
2821
$455K ﹤0.01%
246,863
-23,994
2822
$455K ﹤0.01%
99,067
-63,040
2823
$454K ﹤0.01%
16,406
-18,486
2824
$454K ﹤0.01%
36,190
-1,503
2825
$454K ﹤0.01%
385,027
-1,275,032