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
3326
$164K ﹤0.01%
141,184
-40,054
3327
$164K ﹤0.01%
160,536
-29,654
3328
$164K ﹤0.01%
14,039
-6,962
3329
$164K ﹤0.01%
155,742
-77,041
3330
$163K ﹤0.01%
69,929
-25,987
3331
$163K ﹤0.01%
12,543
-5,430
3332
$163K ﹤0.01%
26,444
+1,863
3333
$163K ﹤0.01%
23,284
-11,516
3334
$163K ﹤0.01%
46,667
-8,494
3335
$162K ﹤0.01%
4,707
+2,781
3336
$162K ﹤0.01%
4,201
-965
3337
$161K ﹤0.01%
34,576
-213
3338
$161K ﹤0.01%
+14,644
3339
$160K ﹤0.01%
15,785
-5,936
3340
$160K ﹤0.01%
5,476
-2,236
3341
$160K ﹤0.01%
+5,000
3342
$160K ﹤0.01%
7,052
-3,486
3343
$159K ﹤0.01%
3,734
+396
3344
$159K ﹤0.01%
1,844
3345
$159K ﹤0.01%
5,343
+83
3346
$158K ﹤0.01%
10,127
-2,285
3347
$158K ﹤0.01%
+11,000
3348
$157K ﹤0.01%
28,977
-2,502
3349
$157K ﹤0.01%
5,256
+5,162
3350
$157K ﹤0.01%
81,390
-8,196