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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$5.43M ﹤0.01%
85,298
-27,632
1352
$5.42M ﹤0.01%
260,996
-731,284
1353
$5.4M ﹤0.01%
55,960
-10,146
1354
$5.4M ﹤0.01%
1,500,000
1355
$5.39M ﹤0.01%
33,889
-12,604
1356
$5.39M ﹤0.01%
190,071
-77,599
1357
$5.39M ﹤0.01%
111,432
-15,301
1358
$5.37M ﹤0.01%
520,464
+28,735
1359
$5.37M ﹤0.01%
134,536
+11,145
1360
$5.37M ﹤0.01%
1,101,829
+481,777
1361
$5.36M ﹤0.01%
101,217
-34,180
1362
$5.36M ﹤0.01%
296,221
-300,621
1363
$5.34M ﹤0.01%
134,383
+67,255
1364
$5.34M ﹤0.01%
113,658
+47,029
1365
$5.34M ﹤0.01%
200,000
1366
$5.33M ﹤0.01%
171,991
-125,140
1367
$5.3M ﹤0.01%
126,685
-11,082
1368
$5.29M ﹤0.01%
109,095
-23,310
1369
$5.29M ﹤0.01%
275,801
-99,526
1370
$5.28M ﹤0.01%
47,053
-16,619
1371
$5.28M ﹤0.01%
241,821
-54,900
1372
$5.27M ﹤0.01%
502,852
-137,753
1373
$5.23M ﹤0.01%
+1,294,777
1374
$5.22M ﹤0.01%
105,084
-20,486
1375
$5.2M ﹤0.01%
40,889
-46,874