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
1201
$7.1M ﹤0.01%
86,831
-37,242
1202
$7.08M ﹤0.01%
18,548
-11,227
1203
$7.06M ﹤0.01%
156,542
-48,908
1204
$7.04M ﹤0.01%
125,986
+75,637
1205
$7.04M ﹤0.01%
333,396
+32,226
1206
$7.03M ﹤0.01%
94,437
-65,791
1207
$7.02M ﹤0.01%
40,130
-14,851
1208
$7.02M ﹤0.01%
122,261
-8,031
1209
$7.01M ﹤0.01%
46,765
-14,418
1210
$7.01M ﹤0.01%
146,564
+50,848
1211
$7M ﹤0.01%
45,955
-10,971
1212
$6.97M ﹤0.01%
408,095
-12,275
1213
$6.95M ﹤0.01%
109,501
+104,188
1214
$6.95M ﹤0.01%
72,631
+10,679
1215
$6.95M ﹤0.01%
54,334
-28,979
1216
$6.92M ﹤0.01%
510,460
+40,847
1217
$6.92M ﹤0.01%
51,260
-9,880
1218
$6.92M ﹤0.01%
363,525
+97,803
1219
$6.91M ﹤0.01%
1,167,819
+192,054
1220
$6.89M ﹤0.01%
128,830
-73,051
1221
$6.89M ﹤0.01%
1,426,022
+1,161,037
1222
$6.86M ﹤0.01%
66,037
-31,580
1223
$6.86M ﹤0.01%
785,830
-5,127
1224
$6.86M ﹤0.01%
190,850
+73,507
1225
$6.85M ﹤0.01%
23,323
-68,505