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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$2.39M ﹤0.01%
67,948
+42,821
1702
$2.39M ﹤0.01%
28,078
-2,599
1703
$2.39M ﹤0.01%
56,862
-21,095
1704
$2.39M ﹤0.01%
99,674
+5,755
1705
$2.38M ﹤0.01%
161,031
+82,369
1706
$2.38M ﹤0.01%
10,117
-9,041
1707
$2.38M ﹤0.01%
130,241
+63,799
1708
$2.38M ﹤0.01%
25,284
-24,636
1709
$2.37M ﹤0.01%
13,809
-59,780
1710
$2.37M ﹤0.01%
23,488
+3,154
1711
$2.36M ﹤0.01%
129,060
+100,166
1712
$2.36M ﹤0.01%
25,670
-712
1713
$2.36M ﹤0.01%
116,659
+31,062
1714
$2.36M ﹤0.01%
318,150
+32,680
1715
$2.35M ﹤0.01%
19,419
-6,612
1716
$2.35M ﹤0.01%
+64,586
1717
$2.35M ﹤0.01%
32,298
-13,550
1718
$2.35M ﹤0.01%
177,136
+18,179
1719
$2.34M ﹤0.01%
35,323
+8,646
1720
$2.34M ﹤0.01%
50,680
+5,727
1721
$2.34M ﹤0.01%
62,883
-141,674
1722
$2.33M ﹤0.01%
43,931
+554
1723
$2.33M ﹤0.01%
103,065
+91,168
1724
$2.33M ﹤0.01%
41,591
-11,073
1725
$2.33M ﹤0.01%
100,866
+7,729