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
3626
$80K ﹤0.01%
9,289
-3,858
3627
$80K ﹤0.01%
45,899
-9,926
3628
$79K ﹤0.01%
290
-2,507
3629
$79K ﹤0.01%
56,438
-15,179
3630
$79K ﹤0.01%
43,851
-440
3631
$79K ﹤0.01%
45,686
-43,266
3632
$79K ﹤0.01%
114,508
-51,011
3633
$77K ﹤0.01%
25,338
-14,854
3634
$77K ﹤0.01%
17,960
-374
3635
$77K ﹤0.01%
9,166
-4,358
3636
$77K ﹤0.01%
14,977
-6,857
3637
$77K ﹤0.01%
11,083
-5,203
3638
$76K ﹤0.01%
96,374
+14,682
3639
$76K ﹤0.01%
9,549
-77
3640
$76K ﹤0.01%
1,320
3641
$76K ﹤0.01%
1,450
3642
$76K ﹤0.01%
116,286
-42,528
3643
$76K ﹤0.01%
636
-184,465
3644
$76K ﹤0.01%
4,000
3645
$75K ﹤0.01%
1,892
-2,550
3646
$75K ﹤0.01%
846
3647
$75K ﹤0.01%
25,014
-12,328
3648
$74K ﹤0.01%
9,355
-4,183
3649
$74K ﹤0.01%
4,753
-5,652
3650
$74K ﹤0.01%
83,555
-33,060