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
601
$16.7M 0.01%
500,089
+500,000
602
$16.6M 0.01%
1,511,230
-557,825
603
$16.6M 0.01%
117,645
+29,106
604
$16.5M 0.01%
302,325
+58,829
605
$16.5M 0.01%
450,463
+41,047
606
$16.4M 0.01%
917,658
+223,038
607
$16.3M 0.01%
117,322
+28,634
608
$16.3M 0.01%
856,410
+128,248
609
$16.3M 0.01%
294,736
+96,191
610
$16.3M 0.01%
88,566
-1,748
611
$16.3M 0.01%
304,647
+116,973
612
$16.2M 0.01%
153,766
+18,664
613
$16.2M 0.01%
286,847
+96,646
614
$16.1M 0.01%
364,383
+89,015
615
$16M 0.01%
474,379
-384,116
616
$16M 0.01%
111,064
-18,834
617
$15.9M 0.01%
217,761
+59,486
618
$15.9M 0.01%
861,433
-106,343
619
$15.8M 0.01%
214,338
-61,962
620
$15.4M 0.01%
400,360
-29,254
621
$15.4M 0.01%
316,406
-29,356
622
$15.3M 0.01%
86,403
-76,809
623
$15.3M 0.01%
328,674
+154,461
624
$15.3M 0.01%
482,894
+160,285
625
$15.3M 0.01%
318,533
+226,312