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
3826
$33K ﹤0.01%
8,736
-4,010
3827
$33K ﹤0.01%
3,431
+437
3828
$33K ﹤0.01%
2,183
-35,212
3829
$33K ﹤0.01%
30,197
3830
$33K ﹤0.01%
19,673
-30,751
3831
$33K ﹤0.01%
855
-398
3832
$32K ﹤0.01%
+1,900
3833
$32K ﹤0.01%
6,732
-18,956
3834
$32K ﹤0.01%
699
-6,843
3835
$32K ﹤0.01%
2,557
+657
3836
$32K ﹤0.01%
5,627
3837
$32K ﹤0.01%
248
3838
$32K ﹤0.01%
20,006
-49,614
3839
$32K ﹤0.01%
7,020
-2,495
3840
$31K ﹤0.01%
48,029
-17,093
3841
$31K ﹤0.01%
+2,409
3842
$31K ﹤0.01%
496
-2,037
3843
$31K ﹤0.01%
1,302
-474
3844
$31K ﹤0.01%
22,043
-4,370
3845
$31K ﹤0.01%
2,068
+1,068
3846
$31K ﹤0.01%
1,163
+582
3847
$31K ﹤0.01%
350,000
3848
$30K ﹤0.01%
7,508
-3,162
3849
$30K ﹤0.01%
12,810
-5,414
3850
$30K ﹤0.01%
802
-336