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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$9.4M ﹤0.01%
125,888
-26,016
1052
$9.4M ﹤0.01%
315,073
+167,013
1053
$9.39M ﹤0.01%
111,891
-2,874
1054
$9.38M ﹤0.01%
50,942
-50,811
1055
$9.34M ﹤0.01%
180,435
-83,018
1056
$9.32M ﹤0.01%
139,280
-17,780
1057
$9.32M ﹤0.01%
203,356
+195,561
1058
$9.29M ﹤0.01%
279,859
-1,442
1059
$9.28M ﹤0.01%
145,948
-158,609
1060
$9.27M ﹤0.01%
57,927
+14,725
1061
$9.27M ﹤0.01%
438,940
+297,783
1062
$9.24M ﹤0.01%
371,777
-51,444
1063
$9.23M ﹤0.01%
454,503
-129,431
1064
$9.22M ﹤0.01%
377,088
+180,449
1065
$9.22M ﹤0.01%
85,706
-14,745
1066
$9.19M ﹤0.01%
53,589
-70,038
1067
$9.19M ﹤0.01%
176,528
+117,569
1068
$9.18M ﹤0.01%
52,990
-10,908
1069
$9.15M ﹤0.01%
1,127,188
+246,843
1070
$9.14M ﹤0.01%
326,006
+97,098
1071
$9.13M ﹤0.01%
66,227
+5,524
1072
$9.11M ﹤0.01%
119,237
-201,615
1073
$9.06M ﹤0.01%
111,849
-70,072
1074
$9.05M ﹤0.01%
96,062
-17,982
1075
$9.04M ﹤0.01%
249,860
+34,771