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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Sells

1 +$672M
2 +$521M
3 +$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$3.04M ﹤0.01%
221,344
+210,972
1102
$3.04M ﹤0.01%
202,305
+221
1103
$3.03M ﹤0.01%
59,397
+54,481
1104
$3.03M ﹤0.01%
67,310
-62,005
1105
$3.01M ﹤0.01%
250,702
+7,564
1106
$3M ﹤0.01%
61,288
+9,065
1107
$2.99M ﹤0.01%
+2,823
1108
$2.99M ﹤0.01%
114,824
-119,275
1109
$2.98M ﹤0.01%
49,714
-43,811
1110
$2.96M ﹤0.01%
128,850
-30,588
1111
$2.96M ﹤0.01%
123,466
+42,819
1112
$2.96M ﹤0.01%
185,124
-1,820
1113
$2.96M ﹤0.01%
98,475
+47,066
1114
$2.95M ﹤0.01%
113,516
-37,117
1115
$2.94M ﹤0.01%
101,511
-101,729
1116
$2.94M ﹤0.01%
81,582
+46,754
1117
$2.94M ﹤0.01%
91,736
-15,082
1118
$2.91M ﹤0.01%
171,125
-12,302
1119
$2.91M ﹤0.01%
192,443
+54,814
1120
$2.9M ﹤0.01%
80,650
+52,752
1121
$2.9M ﹤0.01%
15,342
-30,423
1122
$2.9M ﹤0.01%
90,608
-8,107
1123
$2.89M ﹤0.01%
37,873
+18,045
1124
$2.89M ﹤0.01%
45,892
-10,071
1125
$2.89M ﹤0.01%
122,954
+121,054