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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$3.14M ﹤0.01%
521,546
-565,307
1702
$3.13M ﹤0.01%
591,006
-42,119
1703
$3.13M ﹤0.01%
160,046
-117,973
1704
$3.12M ﹤0.01%
124,176
-32,149
1705
$3.12M ﹤0.01%
540,793
-1,467,107
1706
$3.12M ﹤0.01%
221,249
-304,937
1707
$3.12M ﹤0.01%
42,713
-15,062
1708
$3.11M ﹤0.01%
46,667
-4,653
1709
$3.1M ﹤0.01%
46,563
-2,238
1710
$3.09M ﹤0.01%
51,541
-24,702
1711
$3.09M ﹤0.01%
61,465
-2,591
1712
$3.08M ﹤0.01%
237,415
-52,969
1713
$3.08M ﹤0.01%
142,476
-14,094
1714
$3.08M ﹤0.01%
8,580
+7,003
1715
$3.07M ﹤0.01%
108,603
-40,504
1716
$3.07M ﹤0.01%
321,030
-98,578
1717
$3.06M ﹤0.01%
1,045,731
+979,007
1718
$3.06M ﹤0.01%
11,412
+8,056
1719
$3.06M ﹤0.01%
260,557
-64,389
1720
$3.06M ﹤0.01%
177,527
+117,866
1721
$3.06M ﹤0.01%
103,253
+8,555
1722
$3.05M ﹤0.01%
594,068
-58,264
1723
$3.05M ﹤0.01%
89,626
-12,432
1724
$3.05M ﹤0.01%
194,772
-43,169
1725
$3.04M ﹤0.01%
185,366
-13,390