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
3076
$273K ﹤0.01%
4,052
+2,722
3077
$273K ﹤0.01%
103,492
-50,964
3078
$272K ﹤0.01%
403,726
-175,958
3079
$272K ﹤0.01%
36,910
-11,105
3080
$271K ﹤0.01%
4,716
-2,174
3081
$271K ﹤0.01%
466,238
-157,741
3082
$271K ﹤0.01%
18,565
-11,852
3083
$270K ﹤0.01%
47,416
-6,750
3084
$270K ﹤0.01%
245,100
+245,000
3085
$270K ﹤0.01%
6,244
-2,007
3086
$269K ﹤0.01%
179,835
-63,064
3087
$269K ﹤0.01%
16,297
-8,200
3088
$267K ﹤0.01%
107,481
-32,781
3089
$267K ﹤0.01%
69,597
-5,981
3090
$266K ﹤0.01%
5,810
3091
$265K ﹤0.01%
89,465
-33,904
3092
$264K ﹤0.01%
83,231
-22,788
3093
$264K ﹤0.01%
207,427
-43,802
3094
$264K ﹤0.01%
20,271
-9,836
3095
$263K ﹤0.01%
104,556
-27,058
3096
$262K ﹤0.01%
32,345
-16,912
3097
$261K ﹤0.01%
9,218
-5,990
3098
$261K ﹤0.01%
21,461
-2,124
3099
$261K ﹤0.01%
16,695
-8,740
3100
$261K ﹤0.01%
13,250