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
3176
$133K ﹤0.01%
13,738
+6,642
3177
$133K ﹤0.01%
3,390
+2,786
3178
$132K ﹤0.01%
4,941
+3,767
3179
$132K ﹤0.01%
6,518
+5,650
3180
$131K ﹤0.01%
21,608
+17,899
3181
$131K ﹤0.01%
725
+174
3182
$131K ﹤0.01%
7,251
+3,201
3183
$131K ﹤0.01%
1,594
+1,384
3184
$130K ﹤0.01%
13,769
+11,177
3185
$130K ﹤0.01%
3,819
+2,882
3186
$130K ﹤0.01%
19,904
-8,085
3187
$130K ﹤0.01%
7,968
+6,404
3188
$130K ﹤0.01%
+4,916
3189
$130K ﹤0.01%
3,917
+1,928
3190
$130K ﹤0.01%
10,717
+7,897
3191
$130K ﹤0.01%
18,997
+15,277
3192
$130K ﹤0.01%
+8,710
3193
$129K ﹤0.01%
4,926
+3,414
3194
$129K ﹤0.01%
2,826
+2,331
3195
$129K ﹤0.01%
7,260
3196
$129K ﹤0.01%
3,894
+3,148
3197
$128K ﹤0.01%
3,750
-15,000
3198
$128K ﹤0.01%
17,200
+12,200
3199
$128K ﹤0.01%
5,000
3200
$127K ﹤0.01%
2,203
+1,797