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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$18.1M 0.02%
265,809
+166,468
352
$17.9M 0.02%
3,380,136
-2,002,488
353
$17.9M 0.02%
354,561
-98,351
354
$17.8M 0.02%
301,062
+173,260
355
$17.6M 0.02%
206,522
-122,863
356
$17.3M 0.02%
563,879
-68,853
357
$17.2M 0.02%
118,398
-62,168
358
$17.2M 0.02%
386,641
+163,580
359
$17.2M 0.02%
242,989
-79,486
360
$17.1M 0.02%
450,063
+188,648
361
$17M 0.02%
328,425
-466,820
362
$17M 0.02%
939,087
-2,875,845
363
$17M 0.02%
210,862
+45,631
364
$16.9M 0.02%
339,519
-56,090
365
$16.9M 0.02%
177,426
+57,141
366
$16.8M 0.02%
371,271
-26,796
367
$16.6M 0.02%
252,018
-46,177
368
$16.6M 0.02%
222,857
+18,705
369
$16.5M 0.02%
1,346,917
-49,139
370
$16.5M 0.02%
367,275
+112,456
371
$16.4M 0.02%
275,492
+135,450
372
$16.3M 0.02%
559,478
+149,392
373
$16.2M 0.02%
420,426
-3,729,930
374
$16.2M 0.02%
234,066
+171,630
375
$16.1M 0.02%
119,293
+68,102