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
1251
$2.3M ﹤0.01%
325,778
+136,085
1252
$2.3M ﹤0.01%
36,632
-17,144
1253
$2.3M ﹤0.01%
220,975
-87,090
1254
$2.3M ﹤0.01%
1,148,846
+949,442
1255
$2.29M ﹤0.01%
25,852
-12,279
1256
$2.29M ﹤0.01%
26,981
-25,750
1257
$2.28M ﹤0.01%
45,111
-32,974
1258
$2.28M ﹤0.01%
59,796
-18,349
1259
$2.28M ﹤0.01%
172,037
+33,213
1260
$2.26M ﹤0.01%
45,493
-54,518
1261
$2.25M ﹤0.01%
70,461
-105,420
1262
$2.24M ﹤0.01%
122,106
+26,025
1263
$2.23M ﹤0.01%
55,138
-44,921
1264
$2.22M ﹤0.01%
56,811
-58,023
1265
$2.21M ﹤0.01%
55,682
-25,149
1266
$2.2M ﹤0.01%
107,175
+8,681
1267
$2.2M ﹤0.01%
25,008
-70,139
1268
$2.2M ﹤0.01%
154,290
-62,821
1269
$2.19M ﹤0.01%
43,878
-11,128
1270
$2.18M ﹤0.01%
229,364
-115,398
1271
$2.18M ﹤0.01%
108,627
-115,595
1272
$2.17M ﹤0.01%
37,298
-85,651
1273
$2.17M ﹤0.01%
268,539
-169,102
1274
$2.17M ﹤0.01%
89,000
1275
$2.16M ﹤0.01%
72,354
-15,618