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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$77K ﹤0.01%
1,464
2852
$77K ﹤0.01%
6,456
+6,300
2853
$77K ﹤0.01%
17,740
-39,716
2854
$76K ﹤0.01%
2,650
2855
$76K ﹤0.01%
923
2856
$76K ﹤0.01%
3,992
-3,413
2857
$76K ﹤0.01%
18,327
-14,259
2858
$76K ﹤0.01%
8,702
-13,405
2859
$76K ﹤0.01%
+10,800
2860
$75K ﹤0.01%
6,045
-1,523
2861
$75K ﹤0.01%
27,630
-25,676
2862
$75K ﹤0.01%
1,609
-41,403
2863
$74K ﹤0.01%
8,883
-4,592
2864
$74K ﹤0.01%
7,672
-15,883
2865
$74K ﹤0.01%
5,382
-11,158
2866
$73K ﹤0.01%
402
-802
2867
$73K ﹤0.01%
22,622
-44,202
2868
$72K ﹤0.01%
7,467
-15,311
2869
$72K ﹤0.01%
10,172
+10,000
2870
$72K ﹤0.01%
2,506
-5,164
2871
$72K ﹤0.01%
3,356
-6,695
2872
$72K ﹤0.01%
5,173
-11,234
2873
$71K ﹤0.01%
11,123
-9,144
2874
$71K ﹤0.01%
3,183
-6,576
2875
$71K ﹤0.01%
6,303
-10,812