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
301
$23.5M 0.03%
853,201
+268,494
302
$23.4M 0.03%
602,357
-4,883
303
$23.1M 0.03%
648,552
+110,674
304
$23M 0.03%
852,822
-38,535
305
$23M 0.03%
111,629
-9,429
306
$22.8M 0.02%
464,853
+105,989
307
$22.7M 0.02%
1,697,449
+759,796
308
$22.5M 0.02%
328,748
-252,514
309
$22.5M 0.02%
619,912
+542,740
310
$22.5M 0.02%
351,714
+110,969
311
$22.4M 0.02%
1,177,170
+405,179
312
$22.2M 0.02%
278,616
-115,161
313
$22.2M 0.02%
1,343,157
-348,467
314
$22.1M 0.02%
201,690
+75,294
315
$21.6M 0.02%
244,377
+158,341
316
$21.5M 0.02%
663,178
+60,706
317
$21.4M 0.02%
343,621
-304,747
318
$21.2M 0.02%
1,651,070
-2,310,570
319
$21.2M 0.02%
871,044
-87,162
320
$21.1M 0.02%
204,253
+146,768
321
$21M 0.02%
553,562
+358,599
322
$20.8M 0.02%
54,210
+7,095
323
$20.6M 0.02%
661,821
+119,943
324
$20.5M 0.02%
348,001
-41,379
325
$20.4M 0.02%
279,295
-309,420