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
1426
$4.9M ﹤0.01%
135,704
+18,206
1427
$4.89M ﹤0.01%
531,353
+172,119
1428
$4.89M ﹤0.01%
257,376
+19,514
1429
$4.89M ﹤0.01%
141,075
+41,117
1430
$4.88M ﹤0.01%
101,492
+7,456
1431
$4.88M ﹤0.01%
30,225
+1,984
1432
$4.84M ﹤0.01%
62,823
-23,106
1433
$4.82M ﹤0.01%
356,701
+186,111
1434
$4.82M ﹤0.01%
213,595
-179,497
1435
$4.8M ﹤0.01%
198,081
-46,342
1436
$4.77M ﹤0.01%
671,165
+160,848
1437
$4.76M ﹤0.01%
279,563
-360,247
1438
$4.76M ﹤0.01%
186,347
-22,862
1439
$4.75M ﹤0.01%
91,640
-31,526
1440
$4.73M ﹤0.01%
164,468
-26,393
1441
$4.68M ﹤0.01%
98,904
-22,177
1442
$4.68M ﹤0.01%
46,685
-56,032
1443
$4.67M ﹤0.01%
46,618
+2,762
1444
$4.67M ﹤0.01%
279,797
-101,359
1445
$4.67M ﹤0.01%
61,512
-24,098
1446
$4.66M ﹤0.01%
87,346
-31,566
1447
$4.66M ﹤0.01%
507,626
-131,928
1448
$4.65M ﹤0.01%
134,921
-184,037
1449
$4.64M ﹤0.01%
153,166
+6,958
1450
$4.64M ﹤0.01%
46,232
-51,875