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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$3.23M ﹤0.01%
111,671
+70,360
1077
$3.22M ﹤0.01%
52,275
-35,366
1078
$3.21M ﹤0.01%
+58,711
1079
$3.2M ﹤0.01%
202,280
-183,432
1080
$3.19M ﹤0.01%
4,197
+3,055
1081
$3.19M ﹤0.01%
51,649
+1,749
1082
$3.19M ﹤0.01%
75,189
-13,284
1083
$3.19M ﹤0.01%
301,115
+43,656
1084
$3.17M ﹤0.01%
39,793
-18,826
1085
$3.17M ﹤0.01%
373,029
+198,541
1086
$3.16M ﹤0.01%
164,318
+70,597
1087
$3.16M ﹤0.01%
15,739
-9,659
1088
$3.15M ﹤0.01%
24,958
+5,382
1089
$3.14M ﹤0.01%
62,448
-39,110
1090
$3.11M ﹤0.01%
128,121
+76,214
1091
$3.1M ﹤0.01%
91,158
-31,144
1092
$3.1M ﹤0.01%
5,201
-5,614
1093
$3.07M ﹤0.01%
122,456
-9,359
1094
$3.07M ﹤0.01%
93,864
-3,434
1095
$3.06M ﹤0.01%
+160,000
1096
$3.05M ﹤0.01%
58,789
-55,544
1097
$3.05M ﹤0.01%
42,732
-91,836
1098
$3.05M ﹤0.01%
274,498
-121,813
1099
$3.03M ﹤0.01%
27,289
+5,483
1100
$3.02M ﹤0.01%
85,000