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
426
$38.5M 0.02%
1,793,674
-160,695
427
$38.5M 0.02%
1,086,470
+377,760
428
$38.5M 0.02%
79,298
+28,683
429
$38.3M 0.02%
217,035
+36,959
430
$38.3M 0.02%
926,466
+824,833
431
$38.3M 0.02%
531,923
+229,018
432
$38.2M 0.02%
191,357
-54,718
433
$38.1M 0.02%
196,596
+60,408
434
$38.1M 0.02%
64,815
+17,094
435
$38M 0.02%
438,752
+35,686
436
$37.9M 0.02%
405,157
+6,806
437
$37.9M 0.02%
724,019
+277,091
438
$37.9M 0.02%
506,106
+95,222
439
$37.8M 0.02%
1,023,383
+436,703
440
$37.8M 0.02%
424,074
-134,524
441
$37.8M 0.02%
136,152
+11,821
442
$37.7M 0.02%
2,401,059
+718,015
443
$37M 0.02%
1,496,571
-56,200
444
$36.7M 0.02%
221,442
+56,493
445
$36.6M 0.02%
900,942
+45,607
446
$36.6M 0.02%
418,717
+389,107
447
$36.4M 0.02%
285,129
+52,867
448
$36.3M 0.02%
760,711
-191,668
449
$36.3M 0.02%
476,029
+63,162
450
$36.2M 0.02%
963,022
+155,577