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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$259M 0.28%
7,988,689
+439,498
27
$252M 0.27%
4,003,001
+2,523,836
28
$242M 0.26%
2,955,625
-19,904
29
$234M 0.25%
1,956,274
+1,139,510
30
$231M 0.25%
6,806,568
-637,848
31
$229M 0.25%
1,560,196
+577,694
32
$221M 0.24%
2,491,298
-436,639
33
$221M 0.24%
1,328,871
+123,222
34
$220M 0.24%
2,644,188
+1,298,224
35
$208M 0.23%
3,634,777
+2,216,011
36
$207M 0.22%
1,040,386
+648,307
37
$205M 0.22%
17,600,463
+10,552,352
38
$196M 0.21%
1,109,351
+292,337
39
$196M 0.21%
4,018,835
+857,973
40
$194M 0.21%
4,877,630
+3,131,364
41
$189M 0.21%
3,119,258
-39,770
42
$184M 0.2%
5,098,751
+475,451
43
$183M 0.2%
2,089,521
+555,108
44
$181M 0.2%
2,061,249
-2,386,810
45
$181M 0.2%
4,359,680
-349,480
46
$180M 0.2%
1,099,783
+439,784
47
$179M 0.19%
1,310,396
+417,444
48
$178M 0.19%
1,070,195
+214,197
49
$174M 0.19%
757,047
+298,694
50
$174M 0.19%
3,740,152
-214,033