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
2926
$372K ﹤0.01%
8,673
-4,271
2927
$372K ﹤0.01%
53,800
-25,973
2928
$370K ﹤0.01%
22,895
-11,408
2929
$369K ﹤0.01%
27,265
-14,264
2930
$366K ﹤0.01%
38,939
-27,080
2931
$366K ﹤0.01%
80,000
2932
$365K ﹤0.01%
132,174
-51,096
2933
$364K ﹤0.01%
8,560
+6,582
2934
$364K ﹤0.01%
24,913
-4,201
2935
$363K ﹤0.01%
11,917
-10,594
2936
$363K ﹤0.01%
55,285
-27,410
2937
$361K ﹤0.01%
106,958
-41,341
2938
$361K ﹤0.01%
+8,520
2939
$360K ﹤0.01%
10,200
2940
$360K ﹤0.01%
65,911
-22,067
2941
$360K ﹤0.01%
14,188
-58,322
2942
$359K ﹤0.01%
21,065
-10,519
2943
$359K ﹤0.01%
39,651
-11,714
2944
$358K ﹤0.01%
35,376
-21,823
2945
$357K ﹤0.01%
54,861
-74,783
2946
$356K ﹤0.01%
9,508
-132,794
2947
$355K ﹤0.01%
5,942
-86,520
2948
$353K ﹤0.01%
32,471
-20,442
2949
$353K ﹤0.01%
15,080
-5,515
2950
$352K ﹤0.01%
48,330
-10,305