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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$270M 0.15%
3,430,777
+359,305
77
$267M 0.14%
2,000,239
+491,319
78
$267M 0.14%
1,116,838
+59,154
79
$266M 0.14%
1,186,602
+129,917
80
$262M 0.14%
4,737,731
+403,455
81
$254M 0.14%
1,869,806
-765,404
82
$253M 0.14%
+2,109,370
83
$253M 0.14%
717,202
+29,739
84
$253M 0.14%
4,003,318
+856,053
85
$252M 0.14%
1,979,023
+413,787
86
$249M 0.13%
2,810,755
-365,247
87
$247M 0.13%
1,004,835
+328,686
88
$245M 0.13%
2,259,676
-297,379
89
$243M 0.13%
2,760,148
+851,679
90
$242M 0.13%
1,357,169
+247,511
91
$236M 0.13%
10,403,539
+1,272,750
92
$231M 0.12%
1,077,588
+112,356
93
$228M 0.12%
3,577,519
-1,627,884
94
$227M 0.12%
2,606,042
+953,109
95
$226M 0.12%
1,038,940
+287,179
96
$225M 0.12%
1,880,014
-147,068
97
$223M 0.12%
1,799,811
+502,490
98
$223M 0.12%
981,635
-26,654
99
$219M 0.12%
4,108,395
-4,390,500
100
$217M 0.12%
1,988,644
+688,923