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
1051
$6.13M ﹤0.01%
160,649
+95,898
1052
$6.13M ﹤0.01%
346,352
+246,145
1053
$6.13M ﹤0.01%
34,000
-67,820
1054
$6.12M ﹤0.01%
395,477
+208,097
1055
$6.11M ﹤0.01%
231,323
+134,987
1056
$6.07M ﹤0.01%
123,854
-245,974
1057
$6.07M ﹤0.01%
223,719
+142,448
1058
$6.06M ﹤0.01%
149,779
+2,466
1059
$6.04M ﹤0.01%
33,528
+3,553
1060
$6.04M ﹤0.01%
221,372
-8,121
1061
$6.03M ﹤0.01%
56,042
+31,790
1062
$6.03M ﹤0.01%
122,951
-20,840
1063
$6.02M ﹤0.01%
156,006
+75,800
1064
$6.02M ﹤0.01%
342,917
+79,205
1065
$6.02M ﹤0.01%
205,188
+32,855
1066
$5.99M ﹤0.01%
89,763
+8,858
1067
$5.95M ﹤0.01%
95,322
-13,232
1068
$5.94M ﹤0.01%
45,631
+1,338
1069
$5.92M ﹤0.01%
190,698
+107,620
1070
$5.92M ﹤0.01%
260,123
+30,004
1071
$5.87M ﹤0.01%
55,654
+18,431
1072
$5.86M ﹤0.01%
99,335
-40,602
1073
$5.85M ﹤0.01%
224,971
+162,967
1074
$5.85M ﹤0.01%
127,042
+49,435
1075
$5.85M ﹤0.01%
121,309
+60,120