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
1151
$2.77M ﹤0.01%
56,833
-9,383
1152
$2.77M ﹤0.01%
89,561
-10,034
1153
$2.76M ﹤0.01%
113,491
+16,031
1154
$2.76M ﹤0.01%
123,821
+35,966
1155
$2.75M ﹤0.01%
47,446
-295,279
1156
$2.74M ﹤0.01%
166,116
+34,104
1157
$2.74M ﹤0.01%
70,986
-50,265
1158
$2.73M ﹤0.01%
80,000
1159
$2.73M ﹤0.01%
56,210
-6,896
1160
$2.72M ﹤0.01%
125,490
+68,691
1161
$2.71M ﹤0.01%
427,420
-80,184
1162
$2.71M ﹤0.01%
30,952
-8,197
1163
$2.69M ﹤0.01%
27,237
-22,135
1164
$2.69M ﹤0.01%
8,079
+331
1165
$2.69M ﹤0.01%
8,727
-7,239
1166
$2.68M ﹤0.01%
3,763,290
+1,917,507
1167
$2.68M ﹤0.01%
30,990
-40,014
1168
$2.68M ﹤0.01%
19,680
-6,660
1169
$2.68M ﹤0.01%
141,938
+56,885
1170
$2.67M ﹤0.01%
431,773
+60,909
1171
$2.66M ﹤0.01%
47,816
-9,817
1172
$2.65M ﹤0.01%
195,000
1173
$2.65M ﹤0.01%
43,290
-11,000
1174
$2.65M ﹤0.01%
126,507
+55,937
1175
$2.65M ﹤0.01%
27,835
-63,360