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
3126
$148K ﹤0.01%
5
-25
3127
$148K ﹤0.01%
6,353
-19,653
3128
$148K ﹤0.01%
1,833
-38,669
3129
$147K ﹤0.01%
2,721
+2,121
3130
$146K ﹤0.01%
24,246
+3,856
3131
$146K ﹤0.01%
1,456
+1,167
3132
$145K ﹤0.01%
21,149
+17,280
3133
$145K ﹤0.01%
3,101
+1,532
3134
$144K ﹤0.01%
17,706
+16,410
3135
$144K ﹤0.01%
3,991
+2,491
3136
$144K ﹤0.01%
17,933
+7,739
3137
$144K ﹤0.01%
+4,983
3138
$143K ﹤0.01%
54,841
-2,518
3139
$143K ﹤0.01%
4,239
+3,522
3140
$143K ﹤0.01%
2,862
3141
$143K ﹤0.01%
20,729
+16,920
3142
$143K ﹤0.01%
210
+171
3143
$143K ﹤0.01%
13,100
+9,595
3144
$142K ﹤0.01%
87
+77
3145
$142K ﹤0.01%
+10,000
3146
$142K ﹤0.01%
7,428
+6,104
3147
$142K ﹤0.01%
29,163
+22,064
3148
$141K ﹤0.01%
5,827
+4,725
3149
$141K ﹤0.01%
3,737
-630
3150
$140K ﹤0.01%
4,268
+3,497