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
1476
$1.43M ﹤0.01%
20,745
-2,327
1477
$1.43M ﹤0.01%
34,061
-462
1478
$1.43M ﹤0.01%
148,768
-37,420
1479
$1.43M ﹤0.01%
197,786
-209,903
1480
$1.43M ﹤0.01%
35,179
-36,178
1481
$1.43M ﹤0.01%
75,454
-48,094
1482
$1.43M ﹤0.01%
93,724
-34,123
1483
$1.43M ﹤0.01%
162,827
-169,012
1484
$1.43M ﹤0.01%
271,694
+31,156
1485
$1.42M ﹤0.01%
+468
1486
$1.42M ﹤0.01%
52,476
+42,559
1487
$1.41M ﹤0.01%
33,664
-23,260
1488
$1.41M ﹤0.01%
170,701
-81,168
1489
$1.41M ﹤0.01%
51,268
+20,367
1490
$1.41M ﹤0.01%
101,710
+2,883
1491
$1.4M ﹤0.01%
48,808
-10,538
1492
$1.4M ﹤0.01%
127,765
+10,217
1493
$1.4M ﹤0.01%
74,682
-62,561
1494
$1.4M ﹤0.01%
32,492
-24,803
1495
$1.4M ﹤0.01%
48,202
-41,908
1496
$1.39M ﹤0.01%
35,800
-64,005
1497
$1.39M ﹤0.01%
37,978
-19,012
1498
$1.39M ﹤0.01%
16,190
+7,221
1499
$1.39M ﹤0.01%
62,600
+3,349
1500
$1.38M ﹤0.01%
25,065
-41,858