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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$4.09M ﹤0.01%
36,491
-12,918
1527
$4.07M ﹤0.01%
731,442
-285,461
1528
$4.06M ﹤0.01%
49,060
+7,129
1529
$4.06M ﹤0.01%
404,524
-181,321
1530
$4.05M ﹤0.01%
46,890
-37,865
1531
$4.05M ﹤0.01%
354,822
-25,305
1532
$4.04M ﹤0.01%
681,950
-1,126,087
1533
$4.04M ﹤0.01%
105,386
+29,720
1534
$4.04M ﹤0.01%
34,197
-12,616
1535
$4.03M ﹤0.01%
28,014
-12,091
1536
$4.02M ﹤0.01%
47,143
-12,724
1537
$4.02M ﹤0.01%
145,160
+11,250
1538
$4.01M ﹤0.01%
196,342
-55,200
1539
$4.01M ﹤0.01%
71,504
-27,848
1540
$4M ﹤0.01%
132,433
+10,086
1541
$4M ﹤0.01%
128,006
-48,746
1542
$4M ﹤0.01%
15,184
-10,205
1543
$3.99M ﹤0.01%
457,933
+186,119
1544
$3.99M ﹤0.01%
165,293
-12,858
1545
$3.99M ﹤0.01%
3,165,000
+3,000,000
1546
$3.98M ﹤0.01%
204,735
-65,166
1547
$3.97M ﹤0.01%
25,953
-8,215
1548
$3.96M ﹤0.01%
162,045
+40,653
1549
$3.95M ﹤0.01%
79,315
-32,265
1550
$3.94M ﹤0.01%
115,339
-37,879