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
1826
$802K ﹤0.01%
23,375
-8
1827
$801K ﹤0.01%
129,492
+38,944
1828
$801K ﹤0.01%
18,570
-13,908
1829
$799K ﹤0.01%
33,675
-20,459
1830
$793K ﹤0.01%
26,116
-22,277
1831
$793K ﹤0.01%
44,613
-36,312
1832
$792K ﹤0.01%
37,833
-18,200
1833
$790K ﹤0.01%
8,585
+3,610
1834
$790K ﹤0.01%
72,078
+18,917
1835
$789K ﹤0.01%
34,589
-19,177
1836
$788K ﹤0.01%
43,066
-33,325
1837
$787K ﹤0.01%
78,185
+68,999
1838
$786K ﹤0.01%
44,215
-20,414
1839
$786K ﹤0.01%
148,366
-167,841
1840
$785K ﹤0.01%
28,025
-8,478
1841
$784K ﹤0.01%
16,099
-6,147
1842
$781K ﹤0.01%
41,552
-109,676
1843
$779K ﹤0.01%
268,908
+195,055
1844
$779K ﹤0.01%
+75,000
1845
$779K ﹤0.01%
10,834
-9,956
1846
$778K ﹤0.01%
107,759
-17,330
1847
$776K ﹤0.01%
56,620
-20,837
1848
$776K ﹤0.01%
24,282
+5,025
1849
$774K ﹤0.01%
72,375
-44,374
1850
$773K ﹤0.01%
66,161
-37,246