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
376
$45.6M 0.02%
+351,310
377
$45.5M 0.02%
791,321
+541,955
378
$45.5M 0.02%
711,356
+24,685
379
$45.5M 0.02%
557,382
+76,449
380
$45.2M 0.02%
1,035,287
+572,526
381
$45.1M 0.02%
132,960
+6,422
382
$45M 0.02%
161,093
+6,190
383
$45M 0.02%
394,890
-206,617
384
$44.8M 0.02%
1,782,924
+563,204
385
$44.5M 0.02%
1,862,621
-104,435
386
$44.4M 0.02%
727,407
+123,542
387
$44.2M 0.02%
385,324
-3,816
388
$44.2M 0.02%
1,556,350
-84,000
389
$44.1M 0.02%
249,523
+10,736
390
$44.1M 0.02%
341,201
-16,089
391
$43.8M 0.02%
1,650,272
+393,872
392
$43.5M 0.02%
1,179,925
+165,395
393
$43.5M 0.02%
1,965,631
+343,183
394
$43.5M 0.02%
163,743
+31,704
395
$43.3M 0.02%
703,108
-359,155
396
$43.2M 0.02%
269,788
-1,391,198
397
$42.9M 0.02%
9,110
+1,507
398
$42.8M 0.02%
598,079
-520,409
399
$42.7M 0.02%
801,143
-833,311
400
$42.6M 0.02%
461,929
+61,630