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
51
$201M 0.16%
9,643,092
+7,816,021
52
$200M 0.16%
1,666,103
-1,799,694
53
$193M 0.15%
2,628,239
-3,200,326
54
$188M 0.15%
5,479,572
-4,293,544
55
$187M 0.15%
1,297,496
-182,597
56
$181M 0.14%
4,768,793
-3,175,174
57
$181M 0.14%
2,416,827
-497,581
58
$180M 0.14%
6,110,348
+1,555,233
59
$177M 0.14%
2,977,044
-2,039,459
60
$176M 0.14%
869,371
-596,754
61
$176M 0.14%
2,423,545
-592,905
62
$172M 0.14%
789,432
-391,851
63
$172M 0.14%
1,719,423
+91,171
64
$169M 0.13%
3,505,100
-2,089,825
65
$169M 0.13%
1,081,352
-440,111
66
$168M 0.13%
4,806,975
+25,935
67
$168M 0.13%
2,202,116
-982,024
68
$166M 0.13%
1,074,221
+269,826
69
$164M 0.13%
877,607
-1,672,024
70
$162M 0.13%
682,142
-83,769
71
$159M 0.13%
4,677,514
+1,443,895
72
$159M 0.13%
4,956,205
+2,694,301
73
$152M 0.12%
658,962
-183,335
74
$149M 0.12%
3,294,872
-1,703,858
75
$143M 0.11%
1,773,144
+1,237,575