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
3351
$156K ﹤0.01%
4,009
-45,619
3352
$155K ﹤0.01%
39,251
-18,813
3353
$154K ﹤0.01%
36,788
-18,133
3354
$154K ﹤0.01%
5,775
-2,876
3355
$154K ﹤0.01%
24,395
-9,036
3356
$154K ﹤0.01%
4,972
-2,268
3357
$154K ﹤0.01%
25,133
+2,407
3358
$154K ﹤0.01%
960
3359
$154K ﹤0.01%
125,086
-51,483
3360
$154K ﹤0.01%
8,810
-4,405
3361
$154K ﹤0.01%
2,615
3362
$154K ﹤0.01%
10,116
-4,925
3363
$154K ﹤0.01%
19,842
-12,177
3364
$153K ﹤0.01%
90,405
-33,747
3365
$153K ﹤0.01%
24,993
-2,024
3366
$152K ﹤0.01%
22,369
-10,920
3367
$151K ﹤0.01%
30,705
-6,146
3368
$151K ﹤0.01%
18,037
-10,874
3369
$150K ﹤0.01%
5,008
+3,278
3370
$150K ﹤0.01%
31,539
+25,801
3371
$149K ﹤0.01%
+4,014
3372
$149K ﹤0.01%
7,189
-758
3373
$149K ﹤0.01%
17,712
+16,412
3374
$149K ﹤0.01%
5,694
+1,778
3375
$148K ﹤0.01%
39,461
-19,514