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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$21.8M 0.02%
354,015
+9,726
377
$21.8M 0.02%
201,984
-115,208
378
$21.6M 0.02%
1,276,869
+181,070
379
$21.5M 0.02%
632,757
-938,904
380
$21.3M 0.02%
265,236
+29,288
381
$21.3M 0.02%
781,822
+710,990
382
$21.2M 0.02%
787,111
-549,866
383
$21.1M 0.02%
620,259
-275,147
384
$21.1M 0.02%
700,306
-1,268,891
385
$21M 0.02%
574,709
-17,137
386
$20.9M 0.02%
160,310
-201,661
387
$20.8M 0.02%
144,646
-153,885
388
$20.8M 0.02%
156,852
-229,149
389
$20.8M 0.02%
76,967
-138,439
390
$20.7M 0.02%
5,013,500
391
$20.6M 0.02%
489,167
+113,141
392
$20.6M 0.02%
899,793
+480,170
393
$20.4M 0.02%
1,611,344
-505,408
394
$20.3M 0.02%
141,924
-242,597
395
$20.3M 0.02%
167,282
-899,115
396
$20.2M 0.02%
186,975
-31,808
397
$20.2M 0.02%
485,271
-137,277
398
$20.2M 0.02%
219,111
-87,248
399
$20.1M 0.02%
353,396
-143,069
400
$20M 0.02%
304,918
-430,583