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
3601
$89K ﹤0.01%
12,280
-6,038
3602
$89K ﹤0.01%
195,045
-39,024
3603
$89K ﹤0.01%
2,641
+360
3604
$89K ﹤0.01%
1,350
3605
$89K ﹤0.01%
975
+19
3606
$88K ﹤0.01%
41,104
-11,074
3607
$88K ﹤0.01%
11,818
-5,615
3608
$87K ﹤0.01%
128,578
-63,376
3609
$87K ﹤0.01%
100,967
-24,237
3610
$87K ﹤0.01%
14,773
-17,350
3611
$86K ﹤0.01%
21,436
+11,436
3612
$86K ﹤0.01%
22,364
-33,283
3613
$86K ﹤0.01%
61,850
-5,658
3614
$86K ﹤0.01%
63,032
-36,742
3615
$86K ﹤0.01%
11,301
-5,491
3616
$85K ﹤0.01%
5,515
-10,761
3617
$85K ﹤0.01%
18,433
-1,486
3618
$85K ﹤0.01%
17,225
-3,427
3619
$84K ﹤0.01%
227
-9,395
3620
$83K ﹤0.01%
11,846
-1,627
3621
$83K ﹤0.01%
10,232
3622
$83K ﹤0.01%
160,388
-36,331
3623
$83K ﹤0.01%
22,537
-25,815
3624
$82K ﹤0.01%
3,991
-6,736
3625
$80K ﹤0.01%
72,265
-20,817