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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$3.5M ﹤0.01%
123,411
+116,133
1302
$3.5M ﹤0.01%
131,300
+72,300
1303
$3.48M ﹤0.01%
65,083
+50,089
1304
$3.48M ﹤0.01%
38,983
-19,809
1305
$3.48M ﹤0.01%
+80,000
1306
$3.48M ﹤0.01%
47,576
+21,427
1307
$3.47M ﹤0.01%
48,104
-23,978
1308
$3.47M ﹤0.01%
166,858
-262,350
1309
$3.47M ﹤0.01%
43,178
+33,573
1310
$3.47M ﹤0.01%
354,861
+183,761
1311
$3.46M ﹤0.01%
244,552
+160,750
1312
$3.46M ﹤0.01%
649,581
+490,728
1313
$3.46M ﹤0.01%
310,103
+214,037
1314
$3.46M ﹤0.01%
+65,000
1315
$3.45M ﹤0.01%
109,088
+60,839
1316
$3.45M ﹤0.01%
93,424
+31,356
1317
$3.44M ﹤0.01%
38,649
+6,001
1318
$3.44M ﹤0.01%
94,647
+66,045
1319
$3.43M ﹤0.01%
118,652
+23,412
1320
$3.43M ﹤0.01%
95,291
+52,023
1321
$3.42M ﹤0.01%
88,305
+61,520
1322
$3.41M ﹤0.01%
164,913
+110,454
1323
$3.41M ﹤0.01%
171,463
+129,063
1324
$3.41M ﹤0.01%
+31,552
1325
$3.4M ﹤0.01%
68,725
+1,941