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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Sells

1 +$672M
2 +$521M
3 +$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$596K ﹤0.01%
59,510
+50,084
1802
$594K ﹤0.01%
49,485
-5,892
1803
$592K ﹤0.01%
9,358
-3,960
1804
$592K ﹤0.01%
17,974
-22,967
1805
$590K ﹤0.01%
26,790
-10,205
1806
$590K ﹤0.01%
12,537
-3,422
1807
$589K ﹤0.01%
19,622
+16,421
1808
$589K ﹤0.01%
84,172
+74,367
1809
$588K ﹤0.01%
21,014
+19,616
1810
$586K ﹤0.01%
5,585
+4,713
1811
$586K ﹤0.01%
36,655
+35,416
1812
$585K ﹤0.01%
9,460
-2,162
1813
$585K ﹤0.01%
32,560
+24,445
1814
$584K ﹤0.01%
21,623
+13,840
1815
$582K ﹤0.01%
7,868
-144
1816
$581K ﹤0.01%
6,058
+5,161
1817
$579K ﹤0.01%
57,816
-359,025
1818
$578K ﹤0.01%
15,199
+10,187
1819
$578K ﹤0.01%
+26,308
1820
$578K ﹤0.01%
27,503
+24,348
1821
$576K ﹤0.01%
28,794
+21,940
1822
$576K ﹤0.01%
7,584
+4,347
1823
$575K ﹤0.01%
14,036
+10,224
1824
$575K ﹤0.01%
21,315
+11,510
1825
$575K ﹤0.01%
7,179
+2,193