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
2926
$63K ﹤0.01%
4,290
-8,620
2927
$63K ﹤0.01%
2,587
-5,317
2928
$63K ﹤0.01%
903
2929
$63K ﹤0.01%
9,379
-18,971
2930
$63K ﹤0.01%
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2931
$62K ﹤0.01%
2,546
-5,230
2932
$62K ﹤0.01%
7,306
-215
2933
$62K ﹤0.01%
5,281
-10,853
2934
$62K ﹤0.01%
11,504
-10,068
2935
$62K ﹤0.01%
7,446
-18,953
2936
$61K ﹤0.01%
14,166
-10,943
2937
$61K ﹤0.01%
2,307
-4,603
2938
$61K ﹤0.01%
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-17,867
2939
$60K ﹤0.01%
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-6,106
2940
$60K ﹤0.01%
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-40,613
2941
$60K ﹤0.01%
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2942
$60K ﹤0.01%
1,600
2943
$60K ﹤0.01%
4,371
-8,829
2944
$60K ﹤0.01%
5,081
-1,989
2945
$59K ﹤0.01%
13,161
-27,220
2946
$59K ﹤0.01%
2,782
-2,236
2947
$59K ﹤0.01%
5,940
-11,571
2948
$59K ﹤0.01%
464
-943
2949
$59K ﹤0.01%
302
+83
2950
$59K ﹤0.01%
24,303
-48,967