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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$698K ﹤0.01%
44,438
+34,845
1727
$698K ﹤0.01%
21,958
+1,557
1728
$697K ﹤0.01%
102,500
+102,190
1729
$695K ﹤0.01%
15,232
-67,216
1730
$695K ﹤0.01%
12,400
+1,322
1731
$695K ﹤0.01%
14,866
+8,419
1732
$693K ﹤0.01%
78,006
+77,255
1733
$691K ﹤0.01%
31,510
-12,187
1734
$691K ﹤0.01%
47,597
+5,651
1735
$690K ﹤0.01%
17,346
-14,239
1736
$690K ﹤0.01%
32,230
+1,784
1737
$689K ﹤0.01%
26,233
-60,812
1738
$689K ﹤0.01%
31,058
+22,855
1739
$688K ﹤0.01%
40,610
+33,198
1740
$687K ﹤0.01%
202,121
+200,071
1741
$686K ﹤0.01%
23,614
-3,143
1742
$685K ﹤0.01%
20,656
-12,259
1743
$682K ﹤0.01%
8,675
-5,590
1744
$681K ﹤0.01%
19,275
+3,123
1745
$679K ﹤0.01%
7,102
+6,211
1746
$677K ﹤0.01%
9,196
+7,664
1747
$677K ﹤0.01%
289,267
-17,308
1748
$676K ﹤0.01%
10,724
+4,271
1749
$673K ﹤0.01%
14,388
-48,001
1750
$669K ﹤0.01%
5,705
+1,253