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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$1.04M ﹤0.01%
588,728
+310,084
1502
$1.04M ﹤0.01%
29,796
-27,794
1503
$1.03M ﹤0.01%
44,336
-130,204
1504
$1.03M ﹤0.01%
1,650
+1,494
1505
$1.03M ﹤0.01%
30,832
-156
1506
$1.03M ﹤0.01%
30,584
+27,878
1507
$1.03M ﹤0.01%
42,146
+732
1508
$1.03M ﹤0.01%
+32,930
1509
$1.02M ﹤0.01%
5,623
-8,448
1510
$1.02M ﹤0.01%
42,400
+39,880
1511
$1.02M ﹤0.01%
28,058
+19,386
1512
$1.02M ﹤0.01%
39,290
+22,744
1513
$1.02M ﹤0.01%
33,318
-35,037
1514
$1.02M ﹤0.01%
59,435
-33,063
1515
$1.02M ﹤0.01%
19,598
+10,173
1516
$1.01M ﹤0.01%
26,350
-50,862
1517
$1.01M ﹤0.01%
111,633
-5,541
1518
$1.01M ﹤0.01%
13,571
-759
1519
$1.01M ﹤0.01%
23,043
-41,756
1520
$1.01M ﹤0.01%
20,163
+2,696
1521
$1.01M ﹤0.01%
55,148
+28,577
1522
$1.01M ﹤0.01%
31,639
-24,681
1523
$1M ﹤0.01%
42,565
+4,781
1524
$1M ﹤0.01%
170,287
+149,618
1525
$995K ﹤0.01%
47,909
-1,366