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
1701
$979K ﹤0.01%
54,832
-287,488
1702
$976K ﹤0.01%
29,526
-35,270
1703
$975K ﹤0.01%
37,025
-93,573
1704
$974K ﹤0.01%
24,591
-13,514
1705
$973K ﹤0.01%
27,866
-190,932
1706
$972K ﹤0.01%
17,269
+297
1707
$971K ﹤0.01%
65,127
-622,453
1708
$968K ﹤0.01%
25,161
-18,884
1709
$967K ﹤0.01%
19,451
-48,665
1710
$964K ﹤0.01%
53,760
-28,656
1711
$964K ﹤0.01%
486,942
+335,416
1712
$962K ﹤0.01%
150,000
1713
$958K ﹤0.01%
143,483
-132,134
1714
$957K ﹤0.01%
82,689
-69,529
1715
$957K ﹤0.01%
34,764
-29,016
1716
$956K ﹤0.01%
197,550
+107,527
1717
$954K ﹤0.01%
25,000
-34,668
1718
$953K ﹤0.01%
49,134
-54,062
1719
$950K ﹤0.01%
60,383
-59,005
1720
$948K ﹤0.01%
129,723
-295,651
1721
$948K ﹤0.01%
56,914
-101,821
1722
$947K ﹤0.01%
18,322
-13,049
1723
$947K ﹤0.01%
25,156
-104,490
1724
$946K ﹤0.01%
84,529
+57,458
1725
$943K ﹤0.01%
17,116
+5,234