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
1101
$2.99M ﹤0.01%
45,985
-12,789
1102
$2.99M ﹤0.01%
97,411
-419,615
1103
$2.99M ﹤0.01%
36,513
-1,869
1104
$2.98M ﹤0.01%
163,340
-15,270
1105
$2.98M ﹤0.01%
272,732
-201,228
1106
$2.98M ﹤0.01%
134,521
+120,838
1107
$2.98M ﹤0.01%
74,772
-104,156
1108
$2.97M ﹤0.01%
62,822
-32,258
1109
$2.96M ﹤0.01%
146,080
-447,072
1110
$2.93M ﹤0.01%
31,460
-43,286
1111
$2.92M ﹤0.01%
27,977
-12,683
1112
$2.92M ﹤0.01%
90,125
-96,543
1113
$2.92M ﹤0.01%
100,350
+62,140
1114
$2.92M ﹤0.01%
296,260
-252,894
1115
$2.92M ﹤0.01%
160,927
+96,808
1116
$2.9M ﹤0.01%
106,833
-49,200
1117
$2.9M ﹤0.01%
83,000
1118
$2.9M ﹤0.01%
39,485
-17,934
1119
$2.9M ﹤0.01%
56,382
-24,658
1120
$2.89M ﹤0.01%
55,350
+47,351
1121
$2.89M ﹤0.01%
86,266
-68,542
1122
$2.88M ﹤0.01%
19,050
-14,032
1123
$2.88M ﹤0.01%
1,046,930
+29,981
1124
$2.87M ﹤0.01%
226,284
+156,774
1125
$2.87M ﹤0.01%
43,820
-28,379