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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$244K ﹤0.01%
13,911
-21,533
3002
$243K ﹤0.01%
+12,181
3003
$242K ﹤0.01%
5,742
+2,871
3004
$242K ﹤0.01%
+41,331
3005
$241K ﹤0.01%
6,542
+4,065
3006
$241K ﹤0.01%
+30
3007
$240K ﹤0.01%
41,445
+25,443
3008
$240K ﹤0.01%
5,215
+3,195
3009
$240K ﹤0.01%
10,804
+6,577
3010
$239K ﹤0.01%
25,573
-29,885
3011
$239K ﹤0.01%
23,342
+17,773
3012
$237K ﹤0.01%
18,200
-1,113
3013
$236K ﹤0.01%
+4,424
3014
$235K ﹤0.01%
53,425
+18,450
3015
$235K ﹤0.01%
16,362
-14,677
3016
$235K ﹤0.01%
886
-1,318
3017
$234K ﹤0.01%
102,855
-7,144
3018
$234K ﹤0.01%
23,332
+14,500
3019
$233K ﹤0.01%
22,644
-40,268
3020
$232K ﹤0.01%
3,479
+2,657
3021
$232K ﹤0.01%
4,127
+2,535
3022
$231K ﹤0.01%
6,026
-22,072
3023
$231K ﹤0.01%
4,781
+22
3024
$230K ﹤0.01%
+2,666
3025
$228K ﹤0.01%
2,744
+928