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
1801
$609K ﹤0.01%
18,414
+17,675
1802
$609K ﹤0.01%
11,934
+8,683
1803
$608K ﹤0.01%
45,014
-28,822
1804
$607K ﹤0.01%
21,614
+12,454
1805
$607K ﹤0.01%
16,475
+12,857
1806
$606K ﹤0.01%
71,807
+1,401
1807
$606K ﹤0.01%
18,750
+4,868
1808
$604K ﹤0.01%
33,579
+29,605
1809
$601K ﹤0.01%
10,837
+3,388
1810
$600K ﹤0.01%
4,209
+3,746
1811
$600K ﹤0.01%
11,137
+6,639
1812
$596K ﹤0.01%
15,809
+8,362
1813
$594K ﹤0.01%
76,269
-99,533
1814
$592K ﹤0.01%
31,832
+14,253
1815
$589K ﹤0.01%
21,344
+19,674
1816
$589K ﹤0.01%
1,754
+1,206
1817
$588K ﹤0.01%
7,568
-11,405
1818
$583K ﹤0.01%
195,791
+15,753
1819
$582K ﹤0.01%
277
+23
1820
$582K ﹤0.01%
8,763
+4,808
1821
$580K ﹤0.01%
17,281
+16,962
1822
$577K ﹤0.01%
3,784
+2,945
1823
$577K ﹤0.01%
7,979
+3,407
1824
$576K ﹤0.01%
42,286
+16,200
1825
$573K ﹤0.01%
21,212
+6,474