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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$4.71M ﹤0.01%
37,032
+2,929
1227
$4.7M ﹤0.01%
207,931
+174,555
1228
$4.69M ﹤0.01%
1,044,702
-367,349
1229
$4.68M ﹤0.01%
219,464
+125,933
1230
$4.68M ﹤0.01%
23,446
-141,461
1231
$4.67M ﹤0.01%
67,965
+8,135
1232
$4.67M ﹤0.01%
22,746
+21,239
1233
$4.67M ﹤0.01%
166,579
+51,170
1234
$4.66M ﹤0.01%
98,143
+36,779
1235
$4.65M ﹤0.01%
199,979
+81,998
1236
$4.64M ﹤0.01%
85,000
1237
$4.63M ﹤0.01%
42,250
+10,094
1238
$4.63M ﹤0.01%
33,359
+21,843
1239
$4.63M ﹤0.01%
211,102
+84,730
1240
$4.62M ﹤0.01%
274,411
-1,276,853
1241
$4.62M ﹤0.01%
48,401
+3,130
1242
$4.59M ﹤0.01%
277,921
+144,984
1243
$4.58M ﹤0.01%
+138,797
1244
$4.57M ﹤0.01%
119,397
-1,689
1245
$4.57M ﹤0.01%
129,518
+68,113
1246
$4.57M ﹤0.01%
102,770
+36,858
1247
$4.57M ﹤0.01%
49,988
-17,166
1248
$4.55M ﹤0.01%
73,421
+21,011
1249
$4.55M ﹤0.01%
38,274
-239
1250
$4.54M ﹤0.01%
80,000