Barclays

Barclays Portfolio holdings

AUM $252B
 

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 Return
+8.78%
1 Year Return
+13.82%
3 Year Return
+58.26%
5 Year Return
+85.43%
10 Year Return
+153.94%
AUM
$252B
AUM Growth
+$31.9B
Cap. Flow
+$4.4B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.55%
Holding
4,765
New
228
Increased
2,687
Reduced
1,127
Closed
271

Sector Composition

1Technology34.36%
2Financials12.76%
3Consumer Discretionary11.44%
4Communication Services8.74%
5Healthcare7.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$0﹤0.01% 1
-119,038
-100%
$0﹤0.01% 2
-57,275
-100%
$0﹤0.01% 100
-12,472
-99%
$0﹤0.01% 3
-125
-98%
$0﹤0.01% 102
-937
-90%
-12
Closed
$0﹤0.01% 23
-11,743
Closed
-$65K
$0﹤0.01% 22
-34,955
-100%
-148
Closed
-$1K
$0﹤0.01% 2
-41,466
-100%
-83,555
Closed
-$74K
$0﹤0.01% 3
-11,298
-100%
$0﹤0.01% 1
-5,849
-100%
-78
Closed
-$6K
$0﹤0.01% 2
-9,389
-100%
-5,335
Closed
-$179K
$0﹤0.01% 2
-10,209
-100%
-556
Closed
-$3K
$0﹤0.01% 1
-5,163
-100%
$0﹤0.01%
+80
New
-1,163
Closed
-$31K
-10
Closed
$0﹤0.01% 11
$0﹤0.01% 2