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
3876
$26K ﹤0.01%
600
3877
$25K ﹤0.01%
1,748
-20,840
3878
$25K ﹤0.01%
602
+502
3879
$25K ﹤0.01%
1,654
+709
3880
$25K ﹤0.01%
14,492
3881
$25K ﹤0.01%
6,115
-2,475
3882
$25K ﹤0.01%
30,370
3883
$25K ﹤0.01%
1,797
-18,390
3884
$25K ﹤0.01%
1,072
3885
$24K ﹤0.01%
233
-2,366
3886
$24K ﹤0.01%
+3,188
3887
$24K ﹤0.01%
4,489
-2,127
3888
$24K ﹤0.01%
71,293
-32,296
3889
$24K ﹤0.01%
2,310
-37
3890
$24K ﹤0.01%
+3,278
3891
$23K ﹤0.01%
15,068
+3,209
3892
$23K ﹤0.01%
300
3893
$23K ﹤0.01%
41,762
-20,400
3894
$23K ﹤0.01%
+757
3895
$23K ﹤0.01%
2,422
-1,592
3896
$23K ﹤0.01%
12,688
-51,361
3897
$22K ﹤0.01%
725
-166
3898
$22K ﹤0.01%
19,178
-7,125
3899
$22K ﹤0.01%
47,209
-23,266
3900
$22K ﹤0.01%
101
-55