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
1426
$1.61M ﹤0.01%
21,554
-62,521
1427
$1.6M ﹤0.01%
67,227
+37,107
1428
$1.6M ﹤0.01%
36,495
-219,640
1429
$1.6M ﹤0.01%
52,292
+35,586
1430
$1.6M ﹤0.01%
86,714
-66,711
1431
$1.59M ﹤0.01%
31,307
-1,680
1432
$1.59M ﹤0.01%
64,258
+7,376
1433
$1.59M ﹤0.01%
93,678
-75,888
1434
$1.57M ﹤0.01%
194,527
+12,896
1435
$1.57M ﹤0.01%
1,813,685
-526,910
1436
$1.57M ﹤0.01%
58,617
-50,564
1437
$1.57M ﹤0.01%
30,987
-46,636
1438
$1.57M ﹤0.01%
150,000
1439
$1.56M ﹤0.01%
35,081
+15,001
1440
$1.56M ﹤0.01%
735,950
+185,673
1441
$1.56M ﹤0.01%
164,488
-8,017
1442
$1.56M ﹤0.01%
16,505
-17,845
1443
$1.55M ﹤0.01%
119,234
-472,870
1444
$1.55M ﹤0.01%
52,939
-18,919
1445
$1.55M ﹤0.01%
29,502
-24,576
1446
$1.55M ﹤0.01%
191,093
-304,138
1447
$1.54M ﹤0.01%
+10,000
1448
$1.54M ﹤0.01%
37,278
+5,276
1449
$1.54M ﹤0.01%
66,847
-57,299
1450
$1.53M ﹤0.01%
36,304
-25,721