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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$29K ﹤0.01%
1,909
-10,429
3177
$29K ﹤0.01%
1,118
-866
3178
$29K ﹤0.01%
3,596
-1,927
3179
$29K ﹤0.01%
7
+2
3180
$29K ﹤0.01%
+300
3181
$29K ﹤0.01%
771
-569
3182
$29K ﹤0.01%
+3,800
3183
$29K ﹤0.01%
605
-17,059
3184
$29K ﹤0.01%
2,144
-2,356
3185
$28K ﹤0.01%
1,673
+669
3186
$28K ﹤0.01%
10,181
+8,731
3187
$28K ﹤0.01%
1,036
-3,500
3188
$28K ﹤0.01%
8,713
+3,648
3189
$28K ﹤0.01%
2,000
-2,200
3190
$28K ﹤0.01%
289
3191
$28K ﹤0.01%
+200
3192
$28K ﹤0.01%
2,671
-19,006
3193
$28K ﹤0.01%
+4,915
3194
$27K ﹤0.01%
4,277
+3,407
3195
$27K ﹤0.01%
1,108
-3,857
3196
$27K ﹤0.01%
1,020
+270
3197
$27K ﹤0.01%
4,717
+3,483
3198
$27K ﹤0.01%
2,000
3199
$27K ﹤0.01%
+1,257
3200
$27K ﹤0.01%
75