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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
-49,500
3852
$0 ﹤0.01%
+16
3853
$0 ﹤0.01%
34
3854
-5,045
3855
-31,514
3856
-305,066
3857
$0 ﹤0.01%
12
3858
-7,000
3859
-9,067
3860
-30
3861
-43,817
3862
$0 ﹤0.01%
+98
3863
$0 ﹤0.01%
+47
3864
$0 ﹤0.01%
+1
3865
-12,002
3866
$0 ﹤0.01%
+16
3867
0
3868
-5,386
3869
-73,890
3870
-7,000
3871
-2,693
3872
-570,338
3873
-40,767
3874
$0 ﹤0.01%
18
3875
-2,533