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
126
$85.8M 0.07%
1,002,747
-140,456
127
$85.7M 0.07%
2,165,026
-1,331,320
128
$84.9M 0.07%
2,589,787
+116,562
129
$84.5M 0.07%
6,735,656
+4,729,937
130
$84.1M 0.07%
2,075,578
+345,105
131
$82.6M 0.07%
477,596
-257,628
132
$81.2M 0.06%
1,534,473
+1,523,673
133
$80.7M 0.06%
165,250
-77,090
134
$79.9M 0.06%
2,217,027
+1,847,619
135
$79.3M 0.06%
1,659,102
-648,960
136
$77.6M 0.06%
1,115,673
+278,188
137
$77M 0.06%
545,646
-512,730
138
$75.6M 0.06%
796,890
-40,302
139
$75.2M 0.06%
1,267,183
-1,139,543
140
$74.6M 0.06%
8,653,499
+5,690,546
141
$74.4M 0.06%
1,392,483
-1,053,050
142
$74.4M 0.06%
1,627,026
-1,161,503
143
$74.2M 0.06%
1,017,286
-2,073,452
144
$73.9M 0.06%
1,312,635
+938,283
145
$73.1M 0.06%
888,899
-15,109
146
$72.4M 0.06%
3,954,317
+410,239
147
$72M 0.06%
515,470
-48,306
148
$72M 0.06%
1,064,293
-1,309,158
149
$71M 0.06%
501,385
-198,722
150
$70.9M 0.06%
1,834,040
-2,362,715