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
3576
$97K ﹤0.01%
53,434
-19,821
3577
$97K ﹤0.01%
70,154
-4,955
3578
$97K ﹤0.01%
1,602
-12,694
3579
$97K ﹤0.01%
+2,531
3580
$97K ﹤0.01%
71,912
-29,911
3581
$97K ﹤0.01%
36,301
-17,172
3582
$96K ﹤0.01%
36,175
-8,285
3583
$96K ﹤0.01%
104,408
-41,009
3584
$95K ﹤0.01%
59,616
-57,779
3585
$94K ﹤0.01%
41,895
+3,544
3586
$94K ﹤0.01%
24,000
3587
$94K ﹤0.01%
32,858
3588
$93K ﹤0.01%
38,645
-17,649
3589
$92K ﹤0.01%
2,205
+2,159
3590
$92K ﹤0.01%
5,312
-110,359
3591
$92K ﹤0.01%
46,749
3592
$92K ﹤0.01%
87,334
-2,255
3593
$92K ﹤0.01%
+15,892
3594
$91K ﹤0.01%
1,941
3595
$91K ﹤0.01%
2,736
3596
$90K ﹤0.01%
36,857
-10,220
3597
$90K ﹤0.01%
3,150
-29
3598
$90K ﹤0.01%
11,087
-6,911
3599
$90K ﹤0.01%
29,466
-100,856
3600
$89K ﹤0.01%
77,597