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
3201
$127K ﹤0.01%
30,524
+23,391
3202
$127K ﹤0.01%
+1
3203
$126K ﹤0.01%
18,989
-16,317
3204
$126K ﹤0.01%
2,156
+1,742
3205
$125K ﹤0.01%
1,197
+804
3206
$125K ﹤0.01%
37,363
+32,265
3207
$125K ﹤0.01%
+100,000
3208
$125K ﹤0.01%
1,486
+454
3209
$124K ﹤0.01%
5,131
+4,396
3210
$124K ﹤0.01%
13,559
+5,443
3211
$123K ﹤0.01%
10,472
+7,373
3212
$123K ﹤0.01%
10,554
+8,648
3213
$122K ﹤0.01%
1,327
+893
3214
$122K ﹤0.01%
5,165
+2,319
3215
$122K ﹤0.01%
4,685
+4,398
3216
$122K ﹤0.01%
2,864
+2,361
3217
$122K ﹤0.01%
5,298
+4,678
3218
0
3219
$121K ﹤0.01%
1,290
3220
$121K ﹤0.01%
4,192
+3,450
3221
$121K ﹤0.01%
4,974
+526
3222
$121K ﹤0.01%
2,189
+1,995
3223
$120K ﹤0.01%
8,129
-14,685
3224
$120K ﹤0.01%
11,162
+9,019
3225
$120K ﹤0.01%
4,198
+3,499