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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$240K ﹤0.01%
18,693
+16,406
2902
$240K ﹤0.01%
6,131
+5,158
2903
$240K ﹤0.01%
10,818
+9,901
2904
$239K ﹤0.01%
37,853
+3,162
2905
$239K ﹤0.01%
1,847
+1,559
2906
$239K ﹤0.01%
14,641
-2,928
2907
$238K ﹤0.01%
7,142
+4,128
2908
$237K ﹤0.01%
6,998
+5,554
2909
$237K ﹤0.01%
20,005
+13,240
2910
$234K ﹤0.01%
101,911
+100,274
2911
$234K ﹤0.01%
16,340
-17,478
2912
$232K ﹤0.01%
4,245
+3,559
2913
$231K ﹤0.01%
+6,961
2914
$230K ﹤0.01%
6,266
+4,054
2915
$229K ﹤0.01%
8,257
+5,373
2916
$229K ﹤0.01%
3,751
+1,844
2917
$229K ﹤0.01%
13,373
+10,981
2918
$228K ﹤0.01%
12,965
+7,285
2919
$228K ﹤0.01%
+10,000
2920
$228K ﹤0.01%
11,207
+9,649
2921
$227K ﹤0.01%
14,562
+12,105
2922
$227K ﹤0.01%
5,614
+4,745
2923
$227K ﹤0.01%
+6,000
2924
$227K ﹤0.01%
4,175
+3,466
2925
$227K ﹤0.01%
14,930
+8,007