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
1401
$3.11M ﹤0.01%
33,315
+7,918
1402
$3.11M ﹤0.01%
103,817
+41,917
1403
$3.1M ﹤0.01%
98,382
-109,499
1404
$3.1M ﹤0.01%
229,166
+97,476
1405
$3.1M ﹤0.01%
22,317
+17,781
1406
$3.1M ﹤0.01%
48,418
+43,449
1407
$3.08M ﹤0.01%
43,078
+21,280
1408
$3.07M ﹤0.01%
40,196
+16,349
1409
$3.07M ﹤0.01%
64,847
+52,292
1410
$3.07M ﹤0.01%
62,429
+23,664
1411
$3.07M ﹤0.01%
3,470
+3,209
1412
$3.07M ﹤0.01%
46,582
+32,973
1413
$3.06M ﹤0.01%
109,765
+52,099
1414
$3.06M ﹤0.01%
111,824
+105,074
1415
$3.05M ﹤0.01%
50,645
+9,536
1416
$3.05M ﹤0.01%
38,958
+5,119
1417
$3.05M ﹤0.01%
65,267
+15,288
1418
$3.05M ﹤0.01%
143,633
+76,543
1419
$3.05M ﹤0.01%
+30,010
1420
$3.05M ﹤0.01%
191,160
+28,904
1421
$3.05M ﹤0.01%
58,593
+39,364
1422
$3.04M ﹤0.01%
64,800
-53,199
1423
$3.04M ﹤0.01%
43,405
+29,739
1424
$3.04M ﹤0.01%
31,433
+10,560
1425
$3.04M ﹤0.01%
89,740
+43,054