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
1501
$1.38M ﹤0.01%
442,043
+119,641
1502
$1.38M ﹤0.01%
34,609
-26,473
1503
$1.38M ﹤0.01%
62,200
-53,359
1504
$1.38M ﹤0.01%
116,730
-46,530
1505
$1.38M ﹤0.01%
49,342
-55,008
1506
$1.38M ﹤0.01%
52,120
+41,009
1507
$1.38M ﹤0.01%
60,466
-39,046
1508
$1.38M ﹤0.01%
41,666
+7,979
1509
$1.37M ﹤0.01%
134,720
+70,561
1510
$1.36M ﹤0.01%
49,156
-28,632
1511
$1.36M ﹤0.01%
66,292
-29,089
1512
$1.36M ﹤0.01%
106,536
+14,950
1513
$1.36M ﹤0.01%
319,270
+166,274
1514
$1.36M ﹤0.01%
51,773
-36,202
1515
$1.36M ﹤0.01%
38,539
-17,140
1516
$1.35M ﹤0.01%
4,908
+2,777
1517
$1.35M ﹤0.01%
267,380
-5,492
1518
$1.35M ﹤0.01%
21,037
-77,584
1519
$1.35M ﹤0.01%
98,705
-62,760
1520
$1.35M ﹤0.01%
84,669
-81,683
1521
$1.34M ﹤0.01%
19,430
-27,753
1522
$1.34M ﹤0.01%
13,719
-34,600
1523
$1.34M ﹤0.01%
23,169
-9,959
1524
$1.34M ﹤0.01%
151,992
-104,431
1525
$1.34M ﹤0.01%
218,308
+67,121