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
2851
$427K ﹤0.01%
13,818
-1,986
2852
$427K ﹤0.01%
30,111
-7,934
2853
$427K ﹤0.01%
45,835
-12,330
2854
$426K ﹤0.01%
86,025
-27,032
2855
$425K ﹤0.01%
18,407
-9,011
2856
$424K ﹤0.01%
113,527
-39,772
2857
$423K ﹤0.01%
64,106
-26,677
2858
$420K ﹤0.01%
28,011
-6,746
2859
$420K ﹤0.01%
11,855
+608
2860
$420K ﹤0.01%
84,070
-15,859
2861
$420K ﹤0.01%
2,997
-2,416
2862
$418K ﹤0.01%
9,399
-4,624
2863
$414K ﹤0.01%
151,477
-28,114
2864
$414K ﹤0.01%
85,438
-33,481
2865
$412K ﹤0.01%
+113,206
2866
$412K ﹤0.01%
45,537
-18,483
2867
$410K ﹤0.01%
104,898
-5,641
2868
$410K ﹤0.01%
+21,803
2869
$409K ﹤0.01%
57,642
-2,618
2870
$408K ﹤0.01%
35,257
-7,886
2871
$407K ﹤0.01%
9,843
-4,852
2872
$406K ﹤0.01%
194,156
+60,193
2873
$405K ﹤0.01%
12,156
-6,330
2874
$403K ﹤0.01%
84,765
+28,649
2875
$403K ﹤0.01%
85,660
-42,066