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
3151
$140K ﹤0.01%
3,232
+2,660
3152
$140K ﹤0.01%
3,475
-13,670
3153
$140K ﹤0.01%
4,629
+4,036
3154
$140K ﹤0.01%
56,570
-73,300
3155
$140K ﹤0.01%
24,881
+15,298
3156
$140K ﹤0.01%
+100,000
3157
$138K ﹤0.01%
10,075
+4,636
3158
$138K ﹤0.01%
741
+289
3159
$138K ﹤0.01%
+511,337
3160
$138K ﹤0.01%
7,300
-1,364
3161
$137K ﹤0.01%
36,159
+29,093
3162
$137K ﹤0.01%
7,089
+1,070
3163
$137K ﹤0.01%
3,315
+2,737
3164
$136K ﹤0.01%
10,002
-5,794
3165
$136K ﹤0.01%
2,065
3166
$136K ﹤0.01%
+8,505
3167
$136K ﹤0.01%
16,672
+1,272
3168
$135K ﹤0.01%
+13,472
3169
$135K ﹤0.01%
3,943
+2,815
3170
$135K ﹤0.01%
7,607
+7,052
3171
$134K ﹤0.01%
4,250
+3,430
3172
$134K ﹤0.01%
953
+812
3173
$134K ﹤0.01%
11,368
-9,631
3174
$134K ﹤0.01%
443
-3,350
3175
$134K ﹤0.01%
3,820
+3,120