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
3101
$155K ﹤0.01%
934
+752
3102
$155K ﹤0.01%
22,376
+21,465
3103
$154K ﹤0.01%
66,400
+22,000
3104
$154K ﹤0.01%
80,145
+64,493
3105
$154K ﹤0.01%
4,112
+3,185
3106
$154K ﹤0.01%
27,205
+25,549
3107
$154K ﹤0.01%
13,044
+9,589
3108
$153K ﹤0.01%
4,933
3109
$153K ﹤0.01%
4,542
+2,216
3110
$153K ﹤0.01%
13,300
3111
$153K ﹤0.01%
5,026
+4,083
3112
$153K ﹤0.01%
9,320
-8,466
3113
$152K ﹤0.01%
4,027
+3,412
3114
$152K ﹤0.01%
12,802
+4,372
3115
$151K ﹤0.01%
1,166
-128
3116
$151K ﹤0.01%
20,561
+14,192
3117
$150K ﹤0.01%
11,487
+11,053
3118
$150K ﹤0.01%
13,833
-14,787
3119
$150K ﹤0.01%
6,371
+4,910
3120
$150K ﹤0.01%
1,257
+1,078
3121
$149K ﹤0.01%
9,259
+8,059
3122
$149K ﹤0.01%
4,696
+3,580
3123
$148K ﹤0.01%
4,458
+3,641
3124
$148K ﹤0.01%
22,241
-14,171
3125
$148K ﹤0.01%
6,061
+3,663