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
2876
$71K ﹤0.01%
5,829
-11,834
2877
$71K ﹤0.01%
17,893
-16,780
2878
$70K ﹤0.01%
7,612
-155,629
2879
$70K ﹤0.01%
14,029
-28,436
2880
$70K ﹤0.01%
3,461
-6,971
2881
$70K ﹤0.01%
15,685
-19,315
2882
$69K ﹤0.01%
7,509
-16,110
2883
$69K ﹤0.01%
106,298
-57,804
2884
$69K ﹤0.01%
7,451
-5,413
2885
$69K ﹤0.01%
20,617
+1,743
2886
$69K ﹤0.01%
30,693
-14,704
2887
$68K ﹤0.01%
17,342
-14,086
2888
$68K ﹤0.01%
6,330
-8,677
2889
$68K ﹤0.01%
5,185
-10,490
2890
$68K ﹤0.01%
3,331
-2,411
2891
$68K ﹤0.01%
7,898
-12,488
2892
$68K ﹤0.01%
1,149
-2,408
2893
$68K ﹤0.01%
4,166
-6,719
2894
$67K ﹤0.01%
23,300
-51,400
2895
$67K ﹤0.01%
12,329
-19,595
2896
$67K ﹤0.01%
2,066
-4,640
2897
$67K ﹤0.01%
2,100
-4,337
2898
$67K ﹤0.01%
9,610
-19,942
2899
$67K ﹤0.01%
2,645
2900
$67K ﹤0.01%
4,908
-4,044