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
301
$44.9M 0.03%
2,961,330
-893,870
302
$44.9M 0.03%
398,445
+63,001
303
$44.6M 0.03%
344,010
+68,632
304
$44.5M 0.03%
530,819
+173,685
305
$44.5M 0.03%
2,237,185
+1,392,127
306
$44.5M 0.03%
407,483
-32,194
307
$44.3M 0.03%
302,500
+19,850
308
$44M 0.03%
512,412
+257,826
309
$43.9M 0.03%
192,057
-26,827
310
$43.9M 0.03%
993,003
-323,291
311
$43.8M 0.03%
1,410,433
+48,018
312
$43.8M 0.03%
4,815,200
+2,524,600
313
$43.7M 0.03%
870,644
+542,218
314
$43.7M 0.03%
284,335
+80,069
315
$43.5M 0.03%
297,600
-181,560
316
$43.5M 0.03%
111,107
+15,205
317
$43.4M 0.03%
993,725
-853,564
318
$43.2M 0.03%
540,559
+106,902
319
$42.8M 0.03%
1,058,711
+55,701
320
$42.8M 0.03%
334,729
+166,719
321
$42.6M 0.03%
353,495
+54,251
322
$42.6M 0.03%
170,651
+66,962
323
$42.1M 0.03%
249,004
+38,196
324
$41.8M 0.03%
169,426
-12,108
325
$41.6M 0.03%
613,377
+53,824