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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$2.63M ﹤0.01%
82,299
+49,117
1527
$2.63M ﹤0.01%
19,706
+4,816
1528
$2.63M ﹤0.01%
36,646
+24,478
1529
$2.63M ﹤0.01%
37,651
+23,694
1530
$2.62M ﹤0.01%
25,977
+20,009
1531
$2.62M ﹤0.01%
55,655
+32,291
1532
$2.62M ﹤0.01%
58,194
+31,206
1533
$2.62M ﹤0.01%
29,001
+1,963
1534
$2.61M ﹤0.01%
684,536
-277,620
1535
$2.61M ﹤0.01%
78,029
+65,671
1536
$2.6M ﹤0.01%
38,477
+10,542
1537
$2.6M ﹤0.01%
142,527
+85,339
1538
$2.6M ﹤0.01%
31,558
+13,396
1539
$2.59M ﹤0.01%
31,377
+21,316
1540
$2.59M ﹤0.01%
148,729
-90,224
1541
$2.59M ﹤0.01%
207,827
+57,041
1542
$2.59M ﹤0.01%
83,705
+48,435
1543
$2.58M ﹤0.01%
100,595
+33,411
1544
$2.58M ﹤0.01%
140,935
+138,564
1545
$2.58M ﹤0.01%
73,596
+47,866
1546
$2.58M ﹤0.01%
76,451
-1,135
1547
$2.57M ﹤0.01%
111,530
+27,801
1548
$2.57M ﹤0.01%
93,169
+70,695
1549
$2.57M ﹤0.01%
29,658
+8,619
1550
$2.57M ﹤0.01%
56,266
-7,719