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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$2.5M ﹤0.01%
84,083
-6,034
1852
$2.5M ﹤0.01%
222,232
-70,087
1853
$2.5M ﹤0.01%
48,313
+18,410
1854
$2.49M ﹤0.01%
40,865
-31,839
1855
$2.49M ﹤0.01%
49,422
-3,826
1856
$2.49M ﹤0.01%
232,589
+34,249
1857
$2.46M ﹤0.01%
199,989
+3,938
1858
$2.46M ﹤0.01%
57,474
-17,389
1859
$2.45M ﹤0.01%
59,459
-5,279
1860
$2.44M ﹤0.01%
89,022
-119,507
1861
$2.44M ﹤0.01%
189,386
-19,195
1862
$2.42M ﹤0.01%
57,311
-86,063
1863
$2.42M ﹤0.01%
60,351
-22,244
1864
$2.42M ﹤0.01%
30,706
-38,180
1865
$2.42M ﹤0.01%
231,224
+38,985
1866
$2.41M ﹤0.01%
287,370
-65,124
1867
$2.41M ﹤0.01%
45,497
-21,799
1868
$2.4M ﹤0.01%
318,679
-147,148
1869
$2.4M ﹤0.01%
379,655
-97,522
1870
$2.4M ﹤0.01%
46,690
-16,060
1871
$2.4M ﹤0.01%
28,549
-9,825
1872
$2.39M ﹤0.01%
10,863
-7,221
1873
$2.39M ﹤0.01%
108,562
-25,095
1874
$2.39M ﹤0.01%
316,140
-36,466
1875
$2.39M ﹤0.01%
375,689
+21,250