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
1701
$2.1M ﹤0.01%
44,490
+29,795
1702
$2.1M ﹤0.01%
355,624
-607
1703
$2.1M ﹤0.01%
14,788
+14,517
1704
$2.09M ﹤0.01%
49,107
+32,642
1705
$2.09M ﹤0.01%
120,725
+80,896
1706
$2.09M ﹤0.01%
101,784
+77,644
1707
$2.09M ﹤0.01%
43,220
+29,041
1708
$2.09M ﹤0.01%
100,024
+21,607
1709
$2.08M ﹤0.01%
31,171
+20,437
1710
$2.08M ﹤0.01%
30,279
-6,899
1711
$2.08M ﹤0.01%
185,748
+180,209
1712
$2.08M ﹤0.01%
27,249
+16,246
1713
$2.08M ﹤0.01%
125,880
+91,372
1714
$2.08M ﹤0.01%
+26,560
1715
$2.08M ﹤0.01%
75,472
+39,219
1716
$2.07M ﹤0.01%
41,778
-11,516
1717
$2.07M ﹤0.01%
29,169
+23,562
1718
$2.07M ﹤0.01%
16,331
+6,632
1719
$2.07M ﹤0.01%
196,440
+82,447
1720
$2.07M ﹤0.01%
62,077
+23,192
1721
$2.07M ﹤0.01%
158,519
+116,297
1722
$2.07M ﹤0.01%
38,493
+28,003
1723
$2.07M ﹤0.01%
52,123
+34,331
1724
$2.06M ﹤0.01%
153,529
+124,619
1725
$2.05M ﹤0.01%
161,232
+5,706