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
1676
$1.02M ﹤0.01%
33,390
-40,624
1677
$1.01M ﹤0.01%
133,757
-37,133
1678
$1.01M ﹤0.01%
21,148
-170,723
1679
$1.01M ﹤0.01%
27,861
-22,797
1680
$1.01M ﹤0.01%
158,048
+16,722
1681
$1.01M ﹤0.01%
73,628
-42,330
1682
$1.01M ﹤0.01%
25,025
-25,546
1683
$1M ﹤0.01%
43,523
-11,185
1684
$1M ﹤0.01%
97,400
-26,326
1685
$999K ﹤0.01%
32,368
-6,528
1686
$998K ﹤0.01%
71,032
-106,616
1687
$996K ﹤0.01%
19,713
-8,749
1688
$995K ﹤0.01%
41,100
+20,811
1689
$995K ﹤0.01%
441,905
+441,904
1690
$994K ﹤0.01%
17,150
-17,862
1691
$994K ﹤0.01%
31,541
+11,788
1692
$993K ﹤0.01%
54,259
+5,239
1693
$992K ﹤0.01%
43,659
-18,982
1694
$990K ﹤0.01%
652,947
+529,095
1695
$989K ﹤0.01%
12,000
+11,999
1696
$988K ﹤0.01%
54,092
-167,860
1697
$988K ﹤0.01%
86,718
-48,168
1698
$981K ﹤0.01%
254,683
+141,623
1699
$980K ﹤0.01%
40,591
-377,329
1700
$979K ﹤0.01%
14,479
-27,215