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
2826
$345K ﹤0.01%
3,484
+3,217
2827
$345K ﹤0.01%
45,690
+28,048
2828
$344K ﹤0.01%
+3,503
2829
$344K ﹤0.01%
18,679
+1,729
2830
$343K ﹤0.01%
+35,585
2831
$343K ﹤0.01%
20,911
+5,710
2832
$343K ﹤0.01%
28,321
-17,806
2833
$342K ﹤0.01%
102,869
+102,478
2834
$342K ﹤0.01%
7,399
+6,945
2835
$342K ﹤0.01%
42,652
+4,681
2836
$341K ﹤0.01%
12,198
-8,115
2837
$341K ﹤0.01%
51,849
+31,829
2838
$341K ﹤0.01%
68,400
+14,642
2839
$340K ﹤0.01%
6,737
+4,112
2840
$340K ﹤0.01%
27,473
+20,804
2841
$337K ﹤0.01%
14,493
+9,116
2842
$337K ﹤0.01%
21,057
-87,626
2843
$336K ﹤0.01%
16,491
+2,833
2844
$336K ﹤0.01%
24,308
+12,401
2845
$335K ﹤0.01%
11,326
+7,085
2846
$334K ﹤0.01%
14,588
-17,172
2847
$332K ﹤0.01%
+76,133
2848
$331K ﹤0.01%
12,353
+6,070
2849
$331K ﹤0.01%
135,063
+113,313
2850
$331K ﹤0.01%
8,391
+5,529