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
3176
$154K ﹤0.01%
696
3177
$154K ﹤0.01%
1,891
3178
$154K ﹤0.01%
27,408
-197,072
3179
$154K ﹤0.01%
5,937
+3,644
3180
$154K ﹤0.01%
3,861
+2,370
3181
$154K ﹤0.01%
1,621
-8,258
3182
0
3183
$151K ﹤0.01%
+16,639
3184
$150K ﹤0.01%
5,542
+3,403
3185
$150K ﹤0.01%
13,097
+8,435
3186
$150K ﹤0.01%
2,368
+1,377
3187
$150K ﹤0.01%
4,917
+3,019
3188
$150K ﹤0.01%
+14,105
3189
$149K ﹤0.01%
10,108
+6,205
3190
$149K ﹤0.01%
8,632
+5,300
3191
$149K ﹤0.01%
457
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3192
$149K ﹤0.01%
4,350
+2,671
3193
$149K ﹤0.01%
14,153
-1,395
3194
$149K ﹤0.01%
+9,022
3195
$148K ﹤0.01%
9,591
-5,062
3196
$148K ﹤0.01%
7,411
+4,549
3197
$148K ﹤0.01%
3,400
3198
$148K ﹤0.01%
11,479
+7,148
3199
$147K ﹤0.01%
17,206
-30,060
3200
$145K ﹤0.01%
+12,418