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
3001
$319K ﹤0.01%
26,692
-11,906
3002
$318K ﹤0.01%
165,132
-41,859
3003
$318K ﹤0.01%
54,043
-40,652
3004
$318K ﹤0.01%
13,209
-6,319
3005
$317K ﹤0.01%
18,851
-8,545
3006
$317K ﹤0.01%
42,420
+32,815
3007
$316K ﹤0.01%
7,053
-3,542
3008
$316K ﹤0.01%
49,181
-20,296
3009
$315K ﹤0.01%
42,092
-9,526
3010
$315K ﹤0.01%
+28,000
3011
$314K ﹤0.01%
16,997
-8,459
3012
$314K ﹤0.01%
9,279
+572
3013
$314K ﹤0.01%
114,772
-49,260
3014
$314K ﹤0.01%
108,063
+43,930
3015
$313K ﹤0.01%
25,463
-12,603
3016
$313K ﹤0.01%
23,000
3017
$313K ﹤0.01%
16,259
-2,637
3018
$312K ﹤0.01%
97,042
-8,203
3019
$310K ﹤0.01%
15,776
-4,641
3020
$309K ﹤0.01%
30,276
-4,377
3021
$309K ﹤0.01%
16,105
-3,085
3022
$308K ﹤0.01%
59,772
-23,829
3023
$308K ﹤0.01%
46,083
+10,730
3024
$306K ﹤0.01%
12,780
-6,379
3025
$305K ﹤0.01%
145,332
-30,839