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
1801
$836K ﹤0.01%
13,367
-122,107
1802
$836K ﹤0.01%
84,622
-63,747
1803
$833K ﹤0.01%
101,385
-93,857
1804
$832K ﹤0.01%
18,055
-17,440
1805
$831K ﹤0.01%
9,071
-7,161
1806
$829K ﹤0.01%
108,796
-315,276
1807
$828K ﹤0.01%
29,426
-24,946
1808
$826K ﹤0.01%
52,362
-122,694
1809
$824K ﹤0.01%
47,952
-2,057
1810
$823K ﹤0.01%
29,533
-23,013
1811
$823K ﹤0.01%
14,247
-6,962
1812
$822K ﹤0.01%
24,551
-44,324
1813
$821K ﹤0.01%
42,069
-50,101
1814
$820K ﹤0.01%
41,049
-19,502
1815
$815K ﹤0.01%
16,619
-2,170
1816
$812K ﹤0.01%
664,795
+350,110
1817
$812K ﹤0.01%
26,247
-25,352
1818
$811K ﹤0.01%
42,405
-29,379
1819
$810K ﹤0.01%
24,773
+3,308
1820
$809K ﹤0.01%
64,695
-47,557
1821
$807K ﹤0.01%
42,507
-41,947
1822
$806K ﹤0.01%
95,077
-11,364
1823
$805K ﹤0.01%
18,897
+17,368
1824
$804K ﹤0.01%
15,569
-5,587
1825
$803K ﹤0.01%
13,662
-6,204