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
1051
$5.1M ﹤0.01%
277,117
+165,634
1052
$5.07M ﹤0.01%
110,021
+43,362
1053
$5.06M ﹤0.01%
197,175
+162,908
1054
$5.06M ﹤0.01%
125,653
-108,441
1055
$5.06M ﹤0.01%
36,831
-36,577
1056
$5.06M ﹤0.01%
171,075
+65,767
1057
$5.03M ﹤0.01%
39,360
+15,749
1058
$5.03M ﹤0.01%
185,689
+184,989
1059
$5.03M ﹤0.01%
98,416
-100,238
1060
$5.01M ﹤0.01%
152,119
+62,034
1061
$5M ﹤0.01%
93,229
+23,214
1062
$5M ﹤0.01%
246,820
+51,915
1063
$4.99M ﹤0.01%
79,393
+27,875
1064
$4.99M ﹤0.01%
114,081
+56,177
1065
$4.99M ﹤0.01%
186,923
-38,078
1066
$4.98M ﹤0.01%
313,222
+74,046
1067
$4.97M ﹤0.01%
36,760
-2,064
1068
$4.97M ﹤0.01%
15,418
+10,761
1069
$4.97M ﹤0.01%
182,780
+16,275
1070
$4.97M ﹤0.01%
329,188
+59,973
1071
$4.95M ﹤0.01%
44,761
+16,105
1072
$4.95M ﹤0.01%
208,506
+166,603
1073
$4.95M ﹤0.01%
41,254
+29,657
1074
$4.93M ﹤0.01%
99,349
+91,867
1075
$4.93M ﹤0.01%
150,152
+106,122