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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$30M 0.01%
148,808
+43,932
627
$29.9M 0.01%
1,554,788
+74,873
628
$29.8M 0.01%
660,691
-84,928
629
$29.5M 0.01%
1,516,291
+502,258
630
$29.5M 0.01%
424,199
-623,101
631
$29.4M 0.01%
530,516
-482,411
632
$29.3M 0.01%
3,367,709
+398,230
633
$29.1M 0.01%
1,326,013
+45,007
634
$28.9M 0.01%
407,824
+4,228
635
$28.5M 0.01%
192,892
+21,250
636
$28.4M 0.01%
445,657
-44,380
637
$28.3M 0.01%
253,353
-16,332
638
$28.2M 0.01%
3,223,269
+128,886
639
$28.1M 0.01%
456,876
+449,673
640
$28M 0.01%
945,519
+878,665
641
$27.9M 0.01%
129,116
+365
642
$27.8M 0.01%
300,191
+55,433
643
$27.7M 0.01%
450,571
+13,589
644
$27.6M 0.01%
285,574
+2,145
645
$27.3M 0.01%
197,747
+89,058
646
$27.3M 0.01%
305,485
-387,012
647
$27.2M 0.01%
1,418,567
+1,010,740
648
$27M 0.01%
132,394
-26,468
649
$26.9M 0.01%
188,553
+7,974
650
$26.9M 0.01%
1,242,967
+1,233,444