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
526
$13.6M 0.01%
184,900
-277,803
527
$13.5M 0.01%
383,718
-266,158
528
$13.5M 0.01%
131,661
-89,059
529
$13.5M 0.01%
93,867
+31,683
530
$13.5M 0.01%
956,441
+129,054
531
$13.4M 0.01%
2,737,081
+659,669
532
$13.4M 0.01%
4,140,547
+1,745,234
533
$13.3M 0.01%
786,455
-533,665
534
$13.3M 0.01%
176,679
-538,055
535
$13.2M 0.01%
236,393
+235,804
536
$13.2M 0.01%
851,946
+42,414
537
$13M 0.01%
2,367,747
+1,967,852
538
$13M 0.01%
64,462
+46,550
539
$13M 0.01%
108,509
-164,859
540
$12.9M 0.01%
140,242
+43,775
541
$12.7M 0.01%
81,540
-60,405
542
$12.6M 0.01%
3,820,699
+996,222
543
$12.5M 0.01%
799,314
-2,056,026
544
$12.5M 0.01%
1,390,512
-872,712
545
$12.4M 0.01%
+12,035
546
$12.4M 0.01%
141,596
+31,873
547
$12.3M 0.01%
253,795
-309,149
548
$12.3M 0.01%
58,136
-16,213
549
$12.3M 0.01%
715,612
-951,232
550
$12.2M 0.01%
213,415
-46,023