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
1276
$2.16M ﹤0.01%
584,302
-167,285
1277
$2.16M ﹤0.01%
53,904
-27,122
1278
$2.15M ﹤0.01%
45,703
-20,069
1279
$2.15M ﹤0.01%
46,249
-23,667
1280
$2.15M ﹤0.01%
166,617
-26,020
1281
$2.15M ﹤0.01%
57,046
-18,515
1282
$2.14M ﹤0.01%
133,577
-331,163
1283
$2.13M ﹤0.01%
190,470
-209,650
1284
$2.13M ﹤0.01%
61,304
-56,178
1285
$2.13M ﹤0.01%
179,645
-1,106,210
1286
$2.12M ﹤0.01%
409,963
-216,324
1287
$2.11M ﹤0.01%
62,262
+15,053
1288
$2.11M ﹤0.01%
119,493
-102,475
1289
$2.11M ﹤0.01%
148,083
+9,526
1290
$2.1M ﹤0.01%
49,900
+29,900
1291
$2.09M ﹤0.01%
500,176
+374,789
1292
$2.09M ﹤0.01%
123,102
-25,975
1293
$2.08M ﹤0.01%
38,165
-12,740
1294
$2.08M ﹤0.01%
83,013
-68,763
1295
$2.07M ﹤0.01%
32,261
-50,618
1296
$2.06M ﹤0.01%
37,630
1297
$2.05M ﹤0.01%
147,467
-59,878
1298
$2.05M ﹤0.01%
+202,500
1299
$2.05M ﹤0.01%
142,254
-77,129
1300
$2.04M ﹤0.01%
78,198
+49,355