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
526
$21.3M 0.01%
+550,000
527
$21.2M 0.01%
557,303
+335,531
528
$21.2M 0.01%
299,750
+91,116
529
$21.1M 0.01%
900,851
+219,547
530
$21M 0.01%
544,896
-210,440
531
$21M 0.01%
232,380
+85,230
532
$20.6M 0.01%
293,032
-7,193
533
$20.5M 0.01%
742,570
+62,490
534
$20.5M 0.01%
258,548
-146,001
535
$20.5M 0.01%
201,436
+31,396
536
$20.3M 0.01%
153,772
-127,921
537
$20.2M 0.01%
817,077
+148,561
538
$20.2M 0.01%
352,064
+45,438
539
$20.2M 0.01%
547,213
+539,938
540
$20.1M 0.01%
169,362
+22,555
541
$20.1M 0.01%
394,902
+128,047
542
$20.1M 0.01%
290,280
-63,988
543
$19.9M 0.01%
664,550
+246,483
544
$19.8M 0.01%
1,957,255
-48,400
545
$19.7M 0.01%
1,411,470
+748,299
546
$19.7M 0.01%
434,331
+70,641
547
$19.6M 0.01%
38,924
+14,651
548
$19.6M 0.01%
150,220
+32,418
549
$19.5M 0.01%
76,087
+13,878
550
$19.4M 0.01%
73,515
-16,432