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
26
$366M 0.29%
1,515,757
-491,881
27
$330M 0.26%
3,063,840
-54,913
28
$318M 0.25%
8,077,416
-2,435,348
29
$316M 0.25%
8,419,680
-6,942,980
30
$298M 0.24%
2,805,395
-891,315
31
$294M 0.23%
6,636,719
-4,418,015
32
$278M 0.22%
9,675,724
+45,841
33
$274M 0.22%
8,854,054
-4,708,612
34
$274M 0.22%
3,306,388
-64,104
35
$273M 0.22%
6,482,855
+2,072,182
36
$260M 0.21%
817,644
-409,891
37
$253M 0.2%
1,299,625
-325,263
38
$253M 0.2%
10,834,524
-2,738,505
39
$251M 0.2%
2,047,930
+129,697
40
$241M 0.19%
1,614,542
+111,433
41
$237M 0.19%
4,405,564
-5,661,474
42
$234M 0.19%
3,946,455
+135,264
43
$221M 0.17%
2,288,640
-1,380,834
44
$215M 0.17%
3,567,036
-2,455,404
45
$213M 0.17%
6,228,733
-5,595,802
46
$212M 0.17%
4,663,857
+1,240,976
47
$211M 0.17%
3,364,555
+3,204,423
48
$210M 0.17%
2,331,385
-691,405
49
$208M 0.16%
2,167,999
-569,439
50
$205M 0.16%
1,689,783
-367,968