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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$185K ﹤0.01%
64,800
3102
$185K ﹤0.01%
8,587
-24,273
3103
$184K ﹤0.01%
50
+40
3104
$183K ﹤0.01%
708
+275
3105
$183K ﹤0.01%
21,430
+6,647
3106
$183K ﹤0.01%
20,461
-33,614
3107
$182K ﹤0.01%
+29,589
3108
$182K ﹤0.01%
35,820
+9,467
3109
$182K ﹤0.01%
7,079
+4,343
3110
$181K ﹤0.01%
7,492
+3,582
3111
$181K ﹤0.01%
8,631
+5,300
3112
$181K ﹤0.01%
4,166
+1,494
3113
$181K ﹤0.01%
22,391
+21,391
3114
$181K ﹤0.01%
11,003
+6,754
3115
$180K ﹤0.01%
22,241
-2,758
3116
$180K ﹤0.01%
1,000
3117
$180K ﹤0.01%
4,912
3118
$180K ﹤0.01%
7,600
3119
$180K ﹤0.01%
12,515
+55
3120
$179K ﹤0.01%
6,147
-7,346
3121
$179K ﹤0.01%
10,569
+1,095
3122
$179K ﹤0.01%
+10,967
3123
$178K ﹤0.01%
2,856
+1,256
3124
$178K ﹤0.01%
10,110
+2,267
3125
$178K ﹤0.01%
2,984
+1,817