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
1301
$2.04M ﹤0.01%
37,400
-22,106
1302
$2.04M ﹤0.01%
79,036
-69,499
1303
$2.04M ﹤0.01%
346,852
+277,408
1304
$2.03M ﹤0.01%
34,471
-30,967
1305
$2.03M ﹤0.01%
35,017
-6,003
1306
$2.03M ﹤0.01%
121,796
-266,513
1307
$2.02M ﹤0.01%
74,257
-27,178
1308
$2.02M ﹤0.01%
13,420
+875
1309
$2.02M ﹤0.01%
63,548
-59,129
1310
$2.01M ﹤0.01%
370,509
+295,933
1311
$2M ﹤0.01%
27,232
-20,118
1312
$2M ﹤0.01%
217,911
+137,031
1313
$2M ﹤0.01%
76,219
-6,116
1314
$2M ﹤0.01%
168,532
-333,119
1315
$1.99M ﹤0.01%
44,181
-29,383
1316
$1.99M ﹤0.01%
107,027
-57,332
1317
$1.99M ﹤0.01%
18,050
1318
$1.99M ﹤0.01%
39,333
-20,289
1319
$1.98M ﹤0.01%
470,822
-26,018
1320
$1.97M ﹤0.01%
150,820
-18,833
1321
$1.97M ﹤0.01%
369,356
-97,942
1322
$1.96M ﹤0.01%
594,400
+570,500
1323
$1.96M ﹤0.01%
218,946
-142,602
1324
$1.96M ﹤0.01%
1,685,499
+1,087,814
1325
$1.96M ﹤0.01%
24,606
-77,711