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
3551
$103K ﹤0.01%
66,644
-19,901
3552
$103K ﹤0.01%
6,732
-1,344
3553
$102K ﹤0.01%
22,198
-11,693
3554
$102K ﹤0.01%
26,280
-13,008
3555
$102K ﹤0.01%
4,033
-24,663
3556
$102K ﹤0.01%
1,300
3557
$102K ﹤0.01%
38,145
+5,948
3558
$102K ﹤0.01%
20,986
-11,023
3559
$101K ﹤0.01%
18,052
-7,398
3560
$101K ﹤0.01%
2,477
+1,789
3561
$101K ﹤0.01%
8,219
-2,285
3562
$101K ﹤0.01%
17,326
+286
3563
$101K ﹤0.01%
3,151
-1,437
3564
$101K ﹤0.01%
49,521
-12,028
3565
$101K ﹤0.01%
70,281
3566
$100K ﹤0.01%
38,221
3567
$100K ﹤0.01%
5,627
-2,789
3568
$99K ﹤0.01%
42,458
+41,193
3569
$99K ﹤0.01%
9,173
-3,746
3570
$99K ﹤0.01%
10,650
3571
$99K ﹤0.01%
33,502
-344
3572
$98K ﹤0.01%
6,509
+4,102
3573
$98K ﹤0.01%
4,000
3574
$98K ﹤0.01%
13,926
+1,458
3575
$98K ﹤0.01%
97,392
-44,664