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
3101
$259K ﹤0.01%
20,138
-7,220
3102
$258K ﹤0.01%
90,858
-59,758
3103
$258K ﹤0.01%
14,826
+11,999
3104
$258K ﹤0.01%
19,153
-5,034
3105
$257K ﹤0.01%
12,135
-10,093
3106
$257K ﹤0.01%
34,180
3107
$257K ﹤0.01%
17,483
-8,644
3108
$256K ﹤0.01%
19,057
-9,578
3109
$256K ﹤0.01%
2,500
3110
$254K ﹤0.01%
42,148
-19,297
3111
$253K ﹤0.01%
97,173
-26,209
3112
$253K ﹤0.01%
4,970
3113
$253K ﹤0.01%
105,613
-58,702
3114
$252K ﹤0.01%
+1,133
3115
$251K ﹤0.01%
180,026
-52,710
3116
$251K ﹤0.01%
51,847
-8,736
3117
$250K ﹤0.01%
17,550
-8,834
3118
$249K ﹤0.01%
53,680
-26,697
3119
$247K ﹤0.01%
83,261
-5,146
3120
$246K ﹤0.01%
19,447
-9,638
3121
$245K ﹤0.01%
192,916
-69,397
3122
$245K ﹤0.01%
+14,594
3123
$245K ﹤0.01%
27,960
-12,883
3124
$244K ﹤0.01%
210,400
-8,731
3125
$244K ﹤0.01%
13,710
-2,264