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
2876
$402K ﹤0.01%
182,546
-58,800
2877
$402K ﹤0.01%
27,620
-15,852
2878
$401K ﹤0.01%
28,008
-11,798
2879
$401K ﹤0.01%
45,740
+16,982
2880
$401K ﹤0.01%
69,776
-31,913
2881
$400K ﹤0.01%
75,450
-14,542
2882
$398K ﹤0.01%
90,681
-11,731
2883
$398K ﹤0.01%
24,652
-591
2884
$398K ﹤0.01%
1,747
-658
2885
$397K ﹤0.01%
84,541
-23,416
2886
$397K ﹤0.01%
38,388
+5,041
2887
$397K ﹤0.01%
210,641
-48,367
2888
$397K ﹤0.01%
29,637
-8,506
2889
$397K ﹤0.01%
93,239
2890
$396K ﹤0.01%
7,738
-1,430
2891
$396K ﹤0.01%
62,446
-10,970
2892
$395K ﹤0.01%
13,545
-6,574
2893
$395K ﹤0.01%
42,511
-559
2894
$394K ﹤0.01%
9,451
+460
2895
$392K ﹤0.01%
5,456
2896
$392K ﹤0.01%
48,074
+4,823
2897
$391K ﹤0.01%
23,776
-3,737
2898
$390K ﹤0.01%
12,973
+3,599
2899
$389K ﹤0.01%
72,633
-25,187
2900
$389K ﹤0.01%
90,149
-20,766