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
1726
$943K ﹤0.01%
49,179
-49,499
1727
$942K ﹤0.01%
53,747
-192,887
1728
$940K ﹤0.01%
1,977
+414
1729
$939K ﹤0.01%
31,090
-23,995
1730
$938K ﹤0.01%
45,791
-39,654
1731
$931K ﹤0.01%
175,011
-189,129
1732
$930K ﹤0.01%
50,903
+41,225
1733
$929K ﹤0.01%
35,790
-42,094
1734
$929K ﹤0.01%
34,183
-32,592
1735
$927K ﹤0.01%
164,792
+64,582
1736
$926K ﹤0.01%
25,642
-25,341
1737
$921K ﹤0.01%
28,116
+4,631
1738
$919K ﹤0.01%
90,139
-4,449
1739
$918K ﹤0.01%
48,724
-40,483
1740
$918K ﹤0.01%
127,726
-264,820
1741
$918K ﹤0.01%
22,102
-9,691
1742
$916K ﹤0.01%
29,462
-2,274
1743
$915K ﹤0.01%
128,162
-63,317
1744
$913K ﹤0.01%
41,795
-20,440
1745
$912K ﹤0.01%
38,065
-723
1746
$910K ﹤0.01%
24,169
-2,642
1747
$909K ﹤0.01%
122,555
-113,709
1748
$905K ﹤0.01%
21,510
+5,420
1749
$905K ﹤0.01%
39,772
-72,157
1750
$904K ﹤0.01%
56,681
-35,414