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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$78K ﹤0.01%
+3,500
2852
$78K ﹤0.01%
1,829
+1,076
2853
$78K ﹤0.01%
4,547
+65
2854
$78K ﹤0.01%
1,931
+1,789
2855
$77K ﹤0.01%
2,802
+1,916
2856
$77K ﹤0.01%
1,583
-12,718
2857
$77K ﹤0.01%
1,611
-5,282
2858
$77K ﹤0.01%
19,069
-67,875
2859
$77K ﹤0.01%
+822
2860
$77K ﹤0.01%
2,776
-952
2861
$77K ﹤0.01%
+3,351
2862
$76K ﹤0.01%
5,892
-9,833
2863
$76K ﹤0.01%
6,141
+5,467
2864
$76K ﹤0.01%
1,566
+97
2865
$75K ﹤0.01%
643
-389
2866
$75K ﹤0.01%
+1,200
2867
$75K ﹤0.01%
2,985
+2,234
2868
$75K ﹤0.01%
4,338
+3,831
2869
$75K ﹤0.01%
+1,875
2870
$75K ﹤0.01%
6,762
2871
$75K ﹤0.01%
3,713
+3,192
2872
$74K ﹤0.01%
2,791
+1,609
2873
$74K ﹤0.01%
2,143
+1,600
2874
$74K ﹤0.01%
38,200
-55,700
2875
$74K ﹤0.01%
836
-114