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
1776
$869K ﹤0.01%
15,006
-12,121
1777
$867K ﹤0.01%
74,635
-60,047
1778
$864K ﹤0.01%
102,431
+12,499
1779
$863K ﹤0.01%
16,042
-32,221
1780
$862K ﹤0.01%
145,205
+871
1781
$862K ﹤0.01%
31,574
-26,340
1782
$860K ﹤0.01%
47,417
-76,044
1783
$855K ﹤0.01%
55,221
-16,670
1784
$855K ﹤0.01%
+5,912
1785
$854K ﹤0.01%
95,335
-12,669
1786
$852K ﹤0.01%
48,057
-85,858
1787
$851K ﹤0.01%
29,364
+3,230
1788
$851K ﹤0.01%
119,486
-56,406
1789
$850K ﹤0.01%
137,054
+120,941
1790
$849K ﹤0.01%
20,602
+7,025
1791
$848K ﹤0.01%
38,192
-36,782
1792
$846K ﹤0.01%
40,540
-45,680
1793
$845K ﹤0.01%
10,172
-20,336
1794
$845K ﹤0.01%
81,760
+40,340
1795
$843K ﹤0.01%
19,166
+1,291
1796
$843K ﹤0.01%
77,904
-33,441
1797
$842K ﹤0.01%
6,836
-35,656
1798
$841K ﹤0.01%
9,900
+4,900
1799
$839K ﹤0.01%
33,261
-29,232
1800
$838K ﹤0.01%
26,682
+8,346