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
401
$20M 0.02%
851,282
+218,226
402
$20M 0.02%
132,315
-90,247
403
$19.9M 0.02%
153,084
+7,325
404
$19.8M 0.02%
1,020,400
+313,487
405
$19.8M 0.02%
106,170
-65,259
406
$19.6M 0.02%
143,157
+88,795
407
$19.6M 0.02%
978,630
-1,223,790
408
$19.6M 0.02%
856,833
+736,782
409
$19.5M 0.02%
337,583
-289,264
410
$19.4M 0.02%
359,645
-206,000
411
$19.4M 0.02%
216,240
-193,244
412
$19.4M 0.02%
111,710
-138,961
413
$19.3M 0.02%
721,079
-155,535
414
$19.3M 0.02%
444,896
+66,693
415
$19.2M 0.02%
150,000
-175
416
$19.2M 0.02%
1,354,823
-1,095,126
417
$19.1M 0.02%
213,385
-140,688
418
$19M 0.02%
219,034
-147,934
419
$18.9M 0.01%
234,078
-30,434
420
$18.8M 0.01%
342,430
-390,015
421
$18.7M 0.01%
3,547,658
+1,729,070
422
$18.7M 0.01%
594,603
-663,999
423
$18.5M 0.01%
430,240
-743,921
424
$18.5M 0.01%
269,195
-163,520
425
$18.5M 0.01%
251,678
-364,488