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
3276
$182K ﹤0.01%
119,001
+103,800
3277
$182K ﹤0.01%
19,767
-10,464
3278
$182K ﹤0.01%
15,819
-7,756
3279
$182K ﹤0.01%
103,974
-9,065
3280
$182K ﹤0.01%
9,014
+252
3281
$182K ﹤0.01%
5,850
+5,774
3282
$182K ﹤0.01%
5,379
-457
3283
$182K ﹤0.01%
5,554
+606
3284
$181K ﹤0.01%
8,123
+125
3285
$181K ﹤0.01%
44,193
-20,243
3286
$180K ﹤0.01%
7,492
+386
3287
$180K ﹤0.01%
4,453
+667
3288
$180K ﹤0.01%
62,178
-29,134
3289
$180K ﹤0.01%
47,425
-10,953
3290
$179K ﹤0.01%
33,181
-31,887
3291
$179K ﹤0.01%
25,454
-8,518
3292
$179K ﹤0.01%
271,367
+64,030
3293
$179K ﹤0.01%
+5,335
3294
$179K ﹤0.01%
6,108
+6,019
3295
$179K ﹤0.01%
+4,795
3296
$178K ﹤0.01%
32,607
-15,457
3297
$177K ﹤0.01%
31,322
-2,995
3298
$177K ﹤0.01%
34,255
-15,054
3299
$177K ﹤0.01%
16,784
-8,287
3300
$177K ﹤0.01%
32,232
-320,887