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
3026
$305K ﹤0.01%
34,011
-4,975
3027
$304K ﹤0.01%
144,035
-26,944
3028
$304K ﹤0.01%
47,742
-133,974
3029
$303K ﹤0.01%
7,007
-6,665
3030
$302K ﹤0.01%
12,491
-212
3031
$302K ﹤0.01%
85,991
-23,377
3032
$302K ﹤0.01%
7,283
-69,755
3033
$301K ﹤0.01%
57,463
-18,202
3034
$301K ﹤0.01%
27,974
-13,628
3035
$299K ﹤0.01%
51,151
-18,265
3036
$296K ﹤0.01%
96,637
-559,605
3037
$295K ﹤0.01%
50,395
-22,330
3038
$295K ﹤0.01%
12,009
-15,535
3039
$295K ﹤0.01%
16,657
-8,238
3040
$295K ﹤0.01%
19,259
-4,086
3041
$294K ﹤0.01%
138,784
-62,016
3042
$294K ﹤0.01%
54,203
-19,724
3043
$294K ﹤0.01%
36,411
-17,490
3044
$294K ﹤0.01%
8,671
-4,339
3045
$293K ﹤0.01%
50,957
-24,373
3046
$293K ﹤0.01%
13,356
-5,360
3047
$292K ﹤0.01%
12,949
-4,302
3048
$291K ﹤0.01%
6,575
+6,459
3049
$291K ﹤0.01%
35,155
-51,211
3050
$290K ﹤0.01%
25,061
-12,127