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
3501
$119K ﹤0.01%
7,539
+395
3502
$119K ﹤0.01%
4,789
-2,352
3503
$118K ﹤0.01%
7,050
-1,041
3504
$118K ﹤0.01%
+3,441
3505
$118K ﹤0.01%
11,754
-5,724
3506
$118K ﹤0.01%
10,700
+5,800
3507
$118K ﹤0.01%
3,750
-110
3508
$118K ﹤0.01%
35,601
-2,170
3509
$118K ﹤0.01%
10,695
+2,211
3510
$117K ﹤0.01%
2,225
3511
$117K ﹤0.01%
9,167
-1,400
3512
$117K ﹤0.01%
38,963
-10,671
3513
$117K ﹤0.01%
16,798
-35,704
3514
$116K ﹤0.01%
30,815
-15,082
3515
$116K ﹤0.01%
54,259
-16,166
3516
$116K ﹤0.01%
46,368
-57,284
3517
$115K ﹤0.01%
+3,595
3518
$115K ﹤0.01%
+4,641
3519
$114K ﹤0.01%
25,311
+24,535
3520
$114K ﹤0.01%
31,080
-13,642
3521
$114K ﹤0.01%
4,931
-2,346
3522
$114K ﹤0.01%
50,455
-12,674
3523
$113K ﹤0.01%
66,852
3524
$113K ﹤0.01%
3,000
3525
$113K ﹤0.01%
64,636
-31,611