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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$167K ﹤0.01%
7,934
+2,665
3077
$166K ﹤0.01%
11,865
+8,592
3078
$166K ﹤0.01%
+8,596
3079
$166K ﹤0.01%
19,779
+16,158
3080
$166K ﹤0.01%
4,055
+1,077
3081
$165K ﹤0.01%
9,891
+8,020
3082
$165K ﹤0.01%
7,235
+3,663
3083
$165K ﹤0.01%
5,555
+4,519
3084
$164K ﹤0.01%
7,000
3085
$163K ﹤0.01%
5,051
3086
$163K ﹤0.01%
9,563
+7,535
3087
$163K ﹤0.01%
51,942
-8,253
3088
$162K ﹤0.01%
11,019
+4,709
3089
$161K ﹤0.01%
14,435
+12,592
3090
$161K ﹤0.01%
13,106
-1,798
3091
$160K ﹤0.01%
19,088
+6,662
3092
$159K ﹤0.01%
3,104
-23,096
3093
$159K ﹤0.01%
7,409
-1,728
3094
$159K ﹤0.01%
2,002
-145
3095
$158K ﹤0.01%
6,943
+5,749
3096
$157K ﹤0.01%
10,270
+8,214
3097
$157K ﹤0.01%
2,784
+2,199
3098
$156K ﹤0.01%
+4,100
3099
$155K ﹤0.01%
12,073
+9,768
3100
$155K ﹤0.01%
3,585