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
3151
$169K ﹤0.01%
9,360
+7,375
3152
$169K ﹤0.01%
6,406
+3,989
3153
$169K ﹤0.01%
7,168
+4,400
3154
$168K ﹤0.01%
17,656
+10,930
3155
$167K ﹤0.01%
10,052
3156
$166K ﹤0.01%
12,015
+644
3157
$166K ﹤0.01%
+11,276
3158
$166K ﹤0.01%
6,281
+2,624
3159
$164K ﹤0.01%
17,029
+10,453
3160
$163K ﹤0.01%
9,009
+5,347
3161
$163K ﹤0.01%
8,837
+5,426
3162
$163K ﹤0.01%
91,642
+69,214
3163
$162K ﹤0.01%
7,227
+2,886
3164
$161K ﹤0.01%
3,418
-3,363
3165
$161K ﹤0.01%
1,908
+1,833
3166
$161K ﹤0.01%
40,077
+24,718
3167
$160K ﹤0.01%
21,718
+13,332
3168
$160K ﹤0.01%
52,470
+32,211
3169
$158K ﹤0.01%
18,807
+11,439
3170
$157K ﹤0.01%
2,261
+1,388
3171
$157K ﹤0.01%
3,578
-304
3172
$157K ﹤0.01%
1,040
+638
3173
$157K ﹤0.01%
20,196
+12,398
3174
$156K ﹤0.01%
3,157
3175
$155K ﹤0.01%
31,146
+19,119