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
501
$22.5M 0.02%
302,423
+47,288
502
$22.5M 0.02%
463,404
+110,359
503
$22.5M 0.02%
220,161
-21,459
504
$22.4M 0.02%
420,085
+47,340
505
$22.4M 0.02%
915,072
+136,352
506
$22.4M 0.02%
221,318
-112,394
507
$22.4M 0.02%
290,694
-29,505
508
$22.3M 0.02%
653,667
+148,900
509
$22.3M 0.02%
138,889
-40,945
510
$22.3M 0.02%
656,036
+65,457
511
$22.3M 0.02%
1,097,530
+356,191
512
$22.3M 0.02%
219,037
+31,135
513
$22.3M 0.02%
196,441
+21,712
514
$22.2M 0.02%
175,448
+45,086
515
$22.2M 0.02%
1,218,830
-14,400
516
$22.1M 0.02%
598,947
+327,166
517
$22.1M 0.02%
549,538
-25,370
518
$22M 0.02%
566,793
-15,226
519
$21.9M 0.02%
112,711
+13,446
520
$21.8M 0.02%
1,916,860
-286,109
521
$21.6M 0.02%
69,454
-38,163
522
$21.6M 0.02%
156,376
-20,856
523
$21.4M 0.01%
216,732
+112,926
524
$21.4M 0.01%
185,137
+3,530
525
$21.3M 0.01%
117,654
+77,611