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
1651
$1.06M ﹤0.01%
10,984
-1,266,322
1652
$1.06M ﹤0.01%
97,829
-515,658
1653
$1.06M ﹤0.01%
74,819
-78,369
1654
$1.06M ﹤0.01%
26,075
-22,137
1655
$1.05M ﹤0.01%
117,098
-397,367
1656
$1.05M ﹤0.01%
54,912
-193,974
1657
$1.05M ﹤0.01%
182,950
-40,138
1658
$1.05M ﹤0.01%
23,697
-14,844
1659
$1.05M ﹤0.01%
28,841
-9,553
1660
$1.04M ﹤0.01%
41,074
-15,336
1661
$1.04M ﹤0.01%
57,805
-79,495
1662
$1.04M ﹤0.01%
156,331
+79,874
1663
$1.04M ﹤0.01%
19,850
-13,975
1664
$1.03M ﹤0.01%
240,446
+154,048
1665
$1.03M ﹤0.01%
32,197
-12,392
1666
$1.03M ﹤0.01%
123,716
+62,082
1667
$1.03M ﹤0.01%
393,472
-170,532
1668
$1.03M ﹤0.01%
59,499
-51,749
1669
$1.03M ﹤0.01%
59,430
+20,899
1670
$1.03M ﹤0.01%
70,749
-84,011
1671
$1.02M ﹤0.01%
54,482
-27,790
1672
$1.02M ﹤0.01%
12,090
-10,236
1673
$1.02M ﹤0.01%
10,194
-19,742
1674
$1.02M ﹤0.01%
35,867
-39,007
1675
$1.02M ﹤0.01%
27,534
-12,703