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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$55K ﹤0.01%
1,695
+966
3602
$55K ﹤0.01%
1,938
+1,600
3603
$55K ﹤0.01%
5,493
+4,450
3604
$55K ﹤0.01%
200
+167
3605
$55K ﹤0.01%
3,278
+2,675
3606
$55K ﹤0.01%
3,344
+2,777
3607
$55K ﹤0.01%
9,252
+7,925
3608
$55K ﹤0.01%
+50,000
3609
$54K ﹤0.01%
900
3610
$54K ﹤0.01%
13,495
3611
$54K ﹤0.01%
1,676
3612
$54K ﹤0.01%
1,880
+1,535
3613
$54K ﹤0.01%
26,400
3614
$54K ﹤0.01%
4,947
+4,049
3615
$54K ﹤0.01%
+48
3616
$53K ﹤0.01%
1,557
+548
3617
$53K ﹤0.01%
17
+4
3618
$53K ﹤0.01%
2,108
+1,735
3619
$53K ﹤0.01%
+405,737
3620
$53K ﹤0.01%
+3,502,288
3621
$52K ﹤0.01%
2,808
+2,307
3622
$52K ﹤0.01%
+3,748
3623
$52K ﹤0.01%
580
-220
3624
$52K ﹤0.01%
+880
3625
$52K ﹤0.01%
194
-923