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
1376
$1.75M ﹤0.01%
61,198
+34,204
1377
$1.75M ﹤0.01%
46,791
-26,840
1378
$1.75M ﹤0.01%
49,843
+1,499
1379
$1.75M ﹤0.01%
38,097
+16,393
1380
$1.75M ﹤0.01%
21,504
+9,940
1381
$1.75M ﹤0.01%
17,376
-10,586
1382
$1.75M ﹤0.01%
1,591,457
+358,691
1383
$1.75M ﹤0.01%
36,200
+8,510
1384
$1.74M ﹤0.01%
15,424
-10,542
1385
$1.74M ﹤0.01%
67,430
-33,660
1386
$1.74M ﹤0.01%
192,918
-198,125
1387
$1.73M ﹤0.01%
20,880
-79,120
1388
$1.73M ﹤0.01%
18,027
-35,096
1389
$1.73M ﹤0.01%
478,338
-56,903
1390
$1.72M ﹤0.01%
68,920
-1,601
1391
$1.71M ﹤0.01%
24,811
-11,281
1392
$1.71M ﹤0.01%
+166,666
1393
$1.7M ﹤0.01%
96,583
+7,992
1394
$1.69M ﹤0.01%
265,413
+30,941
1395
$1.69M ﹤0.01%
46,032
-30,947
1396
$1.68M ﹤0.01%
93,442
+5,507
1397
$1.68M ﹤0.01%
116,539
-98,636
1398
$1.68M ﹤0.01%
99,488
+69,950
1399
$1.68M ﹤0.01%
26,239
+16,945
1400
$1.68M ﹤0.01%
260,280
-75,623