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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$463M 0.32%
3,950,474
+2,388,045
27
$438M 0.3%
1,646,461
+447,241
28
$426M 0.3%
8,762,951
-3,065,020
29
$420M 0.29%
1,129,438
+39,357
30
$415M 0.29%
16,353,454
-5,068,129
31
$410M 0.28%
5,229,327
+1,545,048
32
$383M 0.27%
7,073,317
+1,113,511
33
$382M 0.26%
7,410,693
+490,145
34
$380M 0.26%
5,617,777
+844,345
35
$360M 0.25%
6,751,788
+80,905
36
$344M 0.24%
2,810,291
+1,248,385
37
$338M 0.23%
9,040,050
-295,760
38
$329M 0.23%
3,345,696
-167,559
39
$322M 0.22%
6,806,132
+2,268,170
40
$313M 0.22%
3,696,510
+861,068
41
$312M 0.22%
2,155,173
+280,087
42
$298M 0.21%
1,808,744
+640,849
43
$296M 0.21%
3,560,092
+402,417
44
$292M 0.2%
5,491,870
+2,241,002
45
$291M 0.2%
1,402,110
-9,535
46
$288M 0.2%
1,804,673
+837,896
47
$283M 0.2%
6,061,879
+3,481,032
48
$273M 0.19%
1,009,767
+255,017
49
$268M 0.19%
38,150,080
+2,713,320
50
$252M 0.17%
1,507,383
+377,707