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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$191K ﹤0.01%
22,089
-8,485
3252
$190K ﹤0.01%
700
3253
$190K ﹤0.01%
14,369
-4,730
3254
$190K ﹤0.01%
8,934
-4,275
3255
$190K ﹤0.01%
24,658
-3,429
3256
$189K ﹤0.01%
109,012
-49,914
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$188K ﹤0.01%
9,849
-247
3258
$188K ﹤0.01%
14,351
+14,350
3259
$188K ﹤0.01%
15,039
-4,195
3260
$188K ﹤0.01%
3,387
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$188K ﹤0.01%
6,231
+1,422
3262
$187K ﹤0.01%
53,796
-26,629
3263
$187K ﹤0.01%
3,347
-1,936
3264
$186K ﹤0.01%
122,516
-64,387
3265
$186K ﹤0.01%
230,990
-69,202
3266
$186K ﹤0.01%
6,108
-2,998
3267
$186K ﹤0.01%
+7,432
3268
$185K ﹤0.01%
13,283
-5,558
3269
$185K ﹤0.01%
65,771
-8,156
3270
$185K ﹤0.01%
14,501
-7,202
3271
$184K ﹤0.01%
84,000
3272
$184K ﹤0.01%
47,474
+1,779
3273
$184K ﹤0.01%
4,000
3274
$183K ﹤0.01%
5,200
+800
3275
$183K ﹤0.01%
5,758
+2,758