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
1126
$2.87M ﹤0.01%
79,426
-62,167
1127
$2.87M ﹤0.01%
19,836
-11,180
1128
$2.87M ﹤0.01%
183,217
-26,651
1129
$2.86M ﹤0.01%
118,875
-178,310
1130
$2.86M ﹤0.01%
50,276
+18,968
1131
$2.85M ﹤0.01%
158,485
-25,515
1132
$2.85M ﹤0.01%
46,026
-25,419
1133
$2.83M ﹤0.01%
22,627
-48,699
1134
$2.83M ﹤0.01%
237,607
+27,736
1135
$2.82M ﹤0.01%
68,325
-6,344
1136
$2.82M ﹤0.01%
17,855
-10,805
1137
$2.82M ﹤0.01%
197,097
-202,150
1138
$2.81M ﹤0.01%
230,239
-15,374
1139
$2.81M ﹤0.01%
80,000
1140
$2.81M ﹤0.01%
73,023
-22,176
1141
$2.8M ﹤0.01%
101,487
-45,895
1142
$2.8M ﹤0.01%
91,902
-17,693
1143
$2.8M ﹤0.01%
36,851
-10,010
1144
$2.8M ﹤0.01%
592,686
-292,788
1145
$2.79M ﹤0.01%
75,160
-49,492
1146
$2.79M ﹤0.01%
10,673
-4,114
1147
$2.79M ﹤0.01%
24,468
-71,820
1148
$2.78M ﹤0.01%
96,924
-11,495
1149
$2.78M ﹤0.01%
116,516
-52,199
1150
$2.78M ﹤0.01%
176,074
-334,806