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
3926
$17K ﹤0.01%
1,976
+312
3927
$17K ﹤0.01%
200
-200
3928
$17K ﹤0.01%
1,000
3929
$17K ﹤0.01%
230
3930
$16K ﹤0.01%
48
3931
$16K ﹤0.01%
1,508
-740
3932
$16K ﹤0.01%
22,704
-3,560
3933
$16K ﹤0.01%
59,538
-28,070
3934
$16K ﹤0.01%
2,123
-736
3935
$16K ﹤0.01%
12,415
-4,915
3936
$15K ﹤0.01%
773
-1,662
3937
$15K ﹤0.01%
16,503
-34,700
3938
$15K ﹤0.01%
9,924
3939
$15K ﹤0.01%
305
3940
$15K ﹤0.01%
4,662
3941
$15K ﹤0.01%
22,502
3942
$15K ﹤0.01%
290
3943
$15K ﹤0.01%
+85
3944
$15K ﹤0.01%
55
3945
$15K ﹤0.01%
9,170
-3,261
3946
$15K ﹤0.01%
+754
3947
$14K ﹤0.01%
7,409
+1,537
3948
$14K ﹤0.01%
402
-4,326
3949
$14K ﹤0.01%
1,976
+1,082
3950
$14K ﹤0.01%
25,000