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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$2.63M ﹤0.01%
186,249
-36,167
1027
$2.62M ﹤0.01%
105,596
+24,097
1028
$2.62M ﹤0.01%
75,589
+65,029
1029
$2.62M ﹤0.01%
15,637
-4,028
1030
$2.61M ﹤0.01%
155,203
-5,312
1031
$2.61M ﹤0.01%
71,939
+21,005
1032
$2.61M ﹤0.01%
44,553
+36,506
1033
$2.6M ﹤0.01%
104,137
-35,214
1034
$2.6M ﹤0.01%
47,117
-4,583
1035
$2.6M ﹤0.01%
50,633
-539
1036
$2.58M ﹤0.01%
154,810
+83,551
1037
$2.58M ﹤0.01%
35,114
+31,116
1038
$2.58M ﹤0.01%
71,515
+39,950
1039
$2.57M ﹤0.01%
96,647
-4,001
1040
$2.57M ﹤0.01%
43,974
-5,890
1041
$2.57M ﹤0.01%
67,638
+57,293
1042
$2.56M ﹤0.01%
154,746
+53,453
1043
$2.56M ﹤0.01%
34,936
-66,395
1044
$2.56M ﹤0.01%
90,517
+85,010
1045
$2.55M ﹤0.01%
244,987
+194,409
1046
$2.54M ﹤0.01%
43,182
-11,927
1047
$2.54M ﹤0.01%
146,157
+145,738
1048
$2.54M ﹤0.01%
43,706
+18,848
1049
$2.54M ﹤0.01%
146,877
+25,557
1050
$2.53M ﹤0.01%
27,130
+172