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
1076
$8.97M ﹤0.01%
223,428
-43,115
1077
$8.97M ﹤0.01%
115,587
-29,791
1078
$8.96M ﹤0.01%
97,877
-50,464
1079
$8.95M ﹤0.01%
58,405
+1,870
1080
$8.92M ﹤0.01%
53,744
+39,856
1081
$8.9M ﹤0.01%
135,954
-100,653
1082
$8.89M ﹤0.01%
352,589
-356,446
1083
$8.88M ﹤0.01%
57,206
-26,439
1084
$8.85M ﹤0.01%
445,883
-95,210
1085
$8.84M ﹤0.01%
96,555
-48,436
1086
$8.82M ﹤0.01%
245,551
-90,766
1087
$8.81M ﹤0.01%
214,358
-122,170
1088
$8.8M ﹤0.01%
592,801
+105,204
1089
$8.8M ﹤0.01%
64,185
-8,938
1090
$8.77M ﹤0.01%
519,144
+167,780
1091
$8.77M ﹤0.01%
115,170
+19,664
1092
$8.76M ﹤0.01%
104,569
-29,523
1093
$8.74M ﹤0.01%
85,582
+28,242
1094
$8.74M ﹤0.01%
72,611
-29,746
1095
$8.73M ﹤0.01%
197,409
-99,979
1096
$8.72M ﹤0.01%
36,504
+15,076
1097
$8.71M ﹤0.01%
264,182
-10,980
1098
$8.71M ﹤0.01%
371,597
+285,675
1099
$8.67M ﹤0.01%
604,316
-154,376
1100
$8.65M ﹤0.01%
165,145
+28,577